Retirement scan

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

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.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

Savings are only as safe as the places that hold personal information, expert says.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

Those who left the workforce can open HSAs, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.

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,

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

The answer is in the investment details. If employers offer a match, contribute at least enough money to get it. Matches are 'free money' that give an instant return.

If an employer offers a match, employees should contribute at least enough money to get it.

Some of these states, however, may not be tax-friendly for retirees.

Some of these states, however, may not be tax-friendly for retirees.