Percent of couples nearing the end of their careers who disagree on their anticipated retirement ages: 62 Average retirement age today, up from 57 in 1991: 61 Percent of retirees who say they were successful at leaving their jobs at their targe...

The April 1 deadline only applies to the year after clients turn 70 ½....

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...