Sales of immediate annuities hit a record $8.3 billion last year, compared with an average of less than $3 billion annually over the last 20 years...

Are you encountering clients thinking of retiring abroad? It’s a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent to 542,451 between 2006 and 2012...

More and more retirement plan sponsors are making simpler for investors to participate, with many more adding automatic enrollment features and automatic contribution increases, according to Merrill Lynch’s recent 401(k) Wellness Report Card...

Get all the benefits available for clients who have hit the big 6-0.

In Announcement 2014-15, the IRS said that it will follow the Tax Court’s holding in Bobrow v. Commissioner, strictly applying the one-IRA-rollover-per-12-months rule to all of a taxpayer’s IRAs

The vast majority, 60 percent, of advisors manages at least one retirement plan. Yet 91 percent of registered investment advisors are only “accommodating,” rather than actively growing, that segment of the business, according to a new...

Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013, according to a new survey the Employee Benefit Research Institute...

“How’s the rainy day fund coming along?” I get this question every time I talk with my financial adviser. The answer: not so well. And I write about personal finance and retirement issues for a living...