IRAs

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced options.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Long-term care brings hefty costs, which won't be completely covered by Medicare, so clients may want to consider living-benefits products, an asset-based long-term care coverage or an annuity.

Under new laws, plan participants are allowed to take such action without any upfront tax consequences.

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

ESG investing is one way to motivate young clients and boost their contributions.

ESG investing is one way to motivate young clients and boost their contributions.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

Plan sponsors can help close a knowledge gap by educating employees about the advantages of contributing to an individual retirement account.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

Some experts say that people are living longer past the age of 70 and they should not be forced to make unnecessary taxable withdrawals.

Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.

A majority of baby boomers polled by Bankers Life Center for a Secure Retirement say that the economy has yet to fully recover from the 2007 financial meltdown.

A Roth IRA would come ahead of a traditional IRA if employees move to a higher tax bracket in retirement.

Young employees highly value financial advice but are not receiving enough of it, according to Corporate Insight.

A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.