Investment insights

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.

Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

Data from retail investors firm Hearts & Wallets show that the number of clients owning taxable brokerage accounts has increased 10% over the past five years.

High living costs and lack of saving opportunities in the workplace are preventing many from building up a nest egg.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

Those who left the workforce can open HSAs, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.

The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

People who have left the workforce may opt for current market valuation or their funded ratio as the basis for the allocation.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

Retirement investors who need to decide whether to sell depreciated stocks or ride out a declining market should make a decision based on their investing goals, says strategist.

Retirement investors who need to decide whether to sell depreciated stocks or ride out a declining market should make a decision based on their investing goals, says strategist.