America is confronting the realities of an uncertain future. With economic fears on the rise, more people have started to question whether they’ll ever be able to retire, let alone retire the way in ...

Discover how Accumulated Income Payments (AIPs) from a Canadian RESP work, including withdrawal rules and tax penalties, if ...

For years, retirement education focused on the need to save; but as Baby Boomers are starting to reach retirement, they’ll have to turn that accumulation into a source of income. At the end of an hour ...

Broadcast Retirement Network's Jeffrey Snyder discusses how retirement committees can evaluate new retirement income products ...

The investment horizon is one of the most important elements, which has to be taken into account, when choosing the right investment strategy. The longer the distance, the more risk and growth-focused ...

With target-date funds falling short on income certainty, retirement plans should integrate guaranteed income solutions. Here ...

In order to determine the best investment option for your savings, it is imperative to first understand the purpose of your money. Short- or long-term investing? Income, accumulation or legacy? The ...

As the difference between ordinary income tax rates and capital gains tax rates increases, corporations have sought to minimize dividend payments to shareholders with the objective of helping them ...

W. Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also provides services as a consultant and expert witness on fiduciary issues in litigation and ...

Learn how the Cash Value Accumulation Test (CVAT) determines if a financial product is taxed as insurance or an investment with potential tax benefits.