Retirement planning

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

The office-supply retailer announced a new program offering the perk to “top performing” employees.

Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

The office-supply retailer announced a new program offering the perk to “top performing” employees.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

These factors have turned retirement into the ultimate obstacle course and it’s up to advisers to help clients navigate it successfully, says MDRT’s Curtis Cloke.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.