Retirement income

To correctly identify their risk tolerance, clients must not only understand how to react to risk, but also how the market environment and investment experience have impacted them.

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

Advisors may need to alert clients as to when these checks will be taxable.

To make the most of their savings, workers should start funding their accounts as early as possible.

“The big issue here is being able to maintain your standard of living,” an expert says.

The more involved in designing a comprehensive plan alongside an advisor, the better prepared couples will be, an expert says.

Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.

Many pin the blame on stagnant or dwindling income, according to a new survey.

LIMRA predicts that lower interest rates will cut into the record sales, but two top issuers received IRS rulings they say will help RIAs offer the products.

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

Retirement savers stand to lose more from the panic-driven selloff that comes before a recession than the actual market downturn itself, writes an expert.

Clients who outlive their retirement savings are among those most at risk.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

The cost of health care before retirement is inherently more volatile than after, according to an expert.

Depending on where they live, retirees can expect their six-figure savings to last more than two decades, data shows.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

Clients who retire early are more likely to experience bouts of anxiety and self-doubt.