Annuities

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

After the Fed raised rates, many market participants with fixed-income-heavy investment mixes are wondering what a period of rising interest rates could mean for their portfolios.

Academic and non-profit institutions need a new strategy for today’s changing needs.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

Employees may want to cash in their retirement accounts but other variables complicate the outlook.

Employees may want to cash in their retirement accounts but other variables complicate the outlook.

Data from retail investors firm Hearts & Wallets show that the number of clients owning taxable brokerage accounts has increased 10% over the past five years.

Annuities can be qualified or non-qualified and are subject to different tax treatments. There are also estate tax consequences as well as tax penalties to consider.

Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.

Many employees expect to collect more than they actually will, which can prompt them to retire and file for benefits early and, in turn, reduce their actual payouts.