Annuities

Far too many financial advisors overlook home equity as part of a retirement income plan.

The government should promote universal access to retirement savings and give workers more options for the spend-down phase of retirement, according to the study.

The government should promote universal access to retirement savings and give Americans more options for the spend-down phase of retirement, according to the study.

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.

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

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,

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,

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Workers may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

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