Retirement scan

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

Retiree savings are only as safe as the places that hold retirees' personal information, says expert.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

The answer is in the investment details. If your employer offers a match, contribute at least enough money to get it since matches amount to "free money."

Some of these states, however, may not be tax-friendly for retirees.

The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.