In the final installment of this six-part series, learn how managing the retirement income sequence of returns and reverse dollar cost averaging affect retirement portfolios.
Small-business owners are tapping pre-tax individual retirement accounts and profit-sharing plans in search of assets to roll over into Roth IRAs.
A recent study found just 18% of employees with the potential to work at least 30 years and contribute to their employer's savings plans during that time will have enough money for retirement.
The guaranteed payouts on immediate annuities offer insurance against the kinds of rocky times investors have been weathering of late. But inflation could whittle away value.
Investors who are on the road of retirement all share some common fears, including spending too much, principal loss from market volatility, loss of purchasing power due to inflation and the biggest...
The period right after retirement can be the most critical period for investors, but it's also a time when people make decisions with their guts instead of their heads, experts say.
A new survey says young people don't know how to start saving for retirement and older people think they should have started saving much sooner.
Inflation can ravage a retirement portfolio. Here's how you can help clients preserve purchasing power.
In doing Roth IRA conversions, many individuals and advisors are making some astonishing mistakes that experts say could be avoided easily.
Regulators are stepping up efforts to police target-date funds. Meanwhile, providers from Schwab to Fidelity to Wells Fargo are tinkering with their offerings.
Even one of the greatest financial downfalls in U.S. history hasn't been enough to get people to take retirement planning more seriously, according to a new survey.
Managed payout funds stumbled in their debut, but mutual fund companies still think there's a place for them.
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The retirement guarantees provided by annuities are more important to investors than ever, advisors say, even as many advisors still avoid using them in clients' portfolios.
An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.
Buying an annuity confronts families with a dilemma: Should a parent take smaller monthly payments so that their surviving spouse or children can get some sort of inheritance?
The kind of 401(k) plan that a client has can make a difference in how well-positioned she is for retirement.
Some retirees don't realize that their spending plans are too simple-and flawed. An "endowment" spending policy may be a better choice.
Immediate annuities, under certain circumstances, may be right for a part of some retirees' nest eggs.