Retirement income

Unfortunately, life events can affect your clients' retirement savings balance even if they were good savers.

Working life can end abruptly and advisers must be ready to offer guidance.

Working life can end abruptly and advisers must be ready to offer guidance.

These methods can help you build client portfolios while also reducing tax costs

Collective investment trusts have been gaining popularity as an alternative to mutual funds.

Collective investment trusts have been gaining popularity as an alternative to mutual funds.

Applying for Social Security benefits before clients turn 66 doesn’t necessarily mean they will get them then.

The best way to cut the tax bill is to pull from a variety of income sources.

Suggesting the rule of thumb of cutting expenses by 30% may not go over well.

The best way to cut the tax bill is to pull from a variety of income sources.

How a lifetime annuity can be the solution to one of the toughest challenges.

Advisers should ask key questions to best estimate how much retirement savings is really needed

The ‘when’ of stock market ups and downs can be just as crucial as the ‘how much.’

To make sure that clients don’t outlive their savings, use this tactic.

Help retirees assemble the puzzle pieces if their plan includes homes in two or more states.

Very few retirees have incomes that equal 70% of what they earned in their working years.