ETFs

Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement.

The founder of an ETF that tracks all American public companies with female CEOs sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss why it matters if a company has a woman as CEO.

Cloud-computing companies have been a clear beneficiary of the stay-at-home and social distancing measures to help combat the spread of the virus.

Advisers who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.

The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.

Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

Savers are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.

Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.

Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.

Contrary to what some people think, their tax burden may not decline after leaving the workplace for good.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.

A retired teacher who receives a state pension in California may still qualify if they paid into the program and earned 40 credits, says a certified financial planner.

Investors need to increase their allocation to stocks and other riskier investments to get the portfolio return that they need to secure their retirement.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.