Annuities

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.

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.

The new rule will lead to lower built-in commissions, enhanced agent/advisor education, and increased regulation of indexed annuities.

The new rule will lead to lower built-in commissions, enhanced agent/adviser education, and increased regulation of indexed annuities.

IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.

IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.