Suzanne Woolley

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Popular 401(k) Funds Rebound After Tanking In 2022

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Some of the biggest actively managed funds in 401(k)s are outperforming thanks to a comeback in tech stocks.

The Biggest Changes For 401(k) Retirement Savers

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A spending bill signed by President Biden includes expanded access to retirement plans and new rules for 529 accounts.

Will The 60/40 Portfolio Stage A Comeback In 2023?

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Inflation and rising interest rates whacked both bonds and equities in 2022. Will next year be different?

Retirement Accounts Had A Very Bad Year

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The U.S. was already facing a retirement crisis. Now balances in retirement plans have shrunk.

Morningstar Sees Safe Retirement Withdrawal Rate Rising To 3.8% From 3.3%

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Boosting the percentage of stocks in a portfolio above 50% won't have much impact on starting safe withdrawal rate.

Robinhood Wants Your Retirement Dollars

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The company will match 1% of IRA contributions.

Loans And Hardship Withdrawals From 401(k)s Are Rising

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For now, the overall percentage of savers withdrawing money for sudden hardships remains low, rising to 1.3%.

Battered Mutual Funds Saddle Investors With Big Capital Gains

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Many funds down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of their NAV.

Inflation Raises Stakes For Choosing Between Employee Benefits

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Here's a rundown of common employee benefits and what financial planners recommend.

Battered Tech Stocks Are Hammering 401(k) Retirement Funds

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Meta, Amazon and Apple are big holdings in the nation's most popular retirement funds.

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