Investments

Student debt threatens safety net for elderly Americans; Accessing retirement income for small business owners; When stock and real estate bubbles collide

Customize your income-replacement rate; options for required IRA distributions; finding an identity beyond the workplace

For advisors and their boomer and retiree clients, the new rules from Treasury could be a game changer for how they allocate 401(k) and IRA assets going forward.

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

Only 25% of Americans use a 401(k) plan; It's ok to use Roth IRA to help pay school loans in some cases; Why the good news for retiree health care may not last

The 1% is literally rich beyond measure, depriving nations of billions in tax revenue and obscuring shifts in global inequality.

Investing in mature companies entails much less risk than betting on startups -- and can be rewarding to those who are more patient.

The brokerage and insurance units of Compass Bank were ordered to cough up money to compensate an elderly couple for duping them into buying one too many annuities.

The SEC has approved the MSRB's proposal to simplify its rules on professional designations by limiting the activities of some dealer representatives and eliminating one of its professional designations.

Can I do better than Social Security in investing my money; Rental income can help retirement in some cases; Getting more from your defined-benefit plan

Engaging Advisors Online

How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market

With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Is Your Series Trust the Wrong Fit?

Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement

Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement.

A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.

M&A activity is up. But is there a more systematic way that advisors can take advantage of these deals?

4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern

After years of impressive performance, the bank loan market may be losing its edge.