Retirement income

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

The decisions made before they retire are integral to their success, according to an expert.

Medical expenses for retired clients may be more predictable than expected, experts say.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

They “need to be thinking about guaranteed income streams” because there’s “not a lot of time for recovery,” an expert writes.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

Researchers blame the immaturity of the system and poor choices made by those planning to retire.