Such activity can lead to liability for additional tax and accuracy-related penalties

The fastest growing segment of the labor force is workers over the age of 65. But even if your clients have no intention of retiring, you can still help them get the most out of earned benefits. Here’s how.

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Beware of changes made to existing variable annuities

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Plan sponsors can now discover whether they are paying too much for their retirement plans. Advisors may have to drop their fees or lose the client.

Savings program now includes same-sex individuals married in states that recognize such marriages

How to explain the recent changes in health insurance to confused clients planning for retirement.

The costs of long-term care and its corresponding insurance are only expected to get worse, but there are several alternatives to make sure clients get the care they need.