Investment strategies

Plan providers must find ways to differentiate their services to be part of advisers’ go-to lists.

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.

The proceeds can be used to pay the tax bill from converting a 401(k) and traditional IRA into a Roth account.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.

Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.

When it comes to financial fitness, Bahati VanPelt aims to have retired NFLers be as successful off the field as they were on it.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

Preferred stocks are good candidates for retirees' investment portfolio as they provide regular income that is greater than the interest payments from a corporate bond.

Preferred stocks are good candidates for retirees' investment portfolio as they provide regular income that is greater than the interest payments from a corporate bond.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Digital advice field is increasingly filled with offerings from startups and industry stalwarts.

Digital advice field is increasingly filled with offerings from startups and industry stalwarts.

Participation has increased 19% in the past five years because of design features that make it simple and quick for employees to participate in workplace retirement plans.

One expert agrees that investors in their 20s don't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.