Investment funds

For employees who have stocks vesting in the near term, consider carefully what your holistic financial plan indicates you should do.

Plan sponsors should realize that now is the time to act and acknowledge that participants, many of whom are unknowingly in heavy equity allocations, will jump out as we hit more realistic volatility cycles.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

Target-date funds can help risk-averse young workers ease into investing.

Want to have a fulfilling retirement? Employees are advised to set goals and have a bucket list of activities that will make them productive.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

Factors including low interest rates may have contributed to success.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Cost of living is a key consideration, but a retiree’s goals and objectives are also important.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

Fidelity Investments is trimming fees on the target-date index funds it sells to retirement plans and rolling out new offerings that combine active and passive strategies.