Knowing what makes an asset safe is not always so simple, and it will differ based on circumstances.
Savvly says its investment pool allows investors to manage longevity risk.
The annuities industry trade group wants to make annuities a required default investment in retirement plans.
Fidelity Investments said its seven-figure retirement accounts dropped from 442,000 to 299,000 last year.
Retirement accounts took a dive in 2022 as tech stocks plunged, according to research from Fidelity.
The SECURE Acts helped pave the way.
Observers expect the DOL to appeal a federal judge's rejection of the agency's fiduciary rules on retirement accounts.
Over the next 12 months, Vanguard investors on average expect a 2.7% return from the stock market, a survey said.
The bank's report found millennials contributing more to their savings than other generations.
In recent years, employers have gotten better at behaviorally motivating workplace retirement participants to save.
People in dire need of funds shouldn't have to pay a 10% fee to tap their own savings.
There's still an urgency to act when it comes to moving assets from tax-deferred to Roth accounts, he said.
The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.
Some of the biggest actively managed funds in 401(k)s are outperforming thanks to a comeback in tech stocks.
Most of the recent increase in IRA assets can be attributed to defined contribution plan rollovers.
When target-date funds reach their target, what happens next? A new MFS survey asks participants.
Employers can now extend their 401(k) match programs to employees' student loan payments.
About a third of savers withdrew money from retirement savings to keep up with rising costs, the survey said.
And anxiety about inflation affects women more than men, according to a State Street survey.