Featured
The Secure Act 2.0 Is Here!
Aaron Levitt |
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
Featured
Aaron Levitt |
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
Justin Kuepper |
Let's take a look at best practices that you can use to rebalance your portfolio and optimize your risk-adjusted returns.
Justin Kuepper |
The Department of Labor's new rules could open the door to more ESG options (or even defaults) in 401(k) plans.
Aaron Levitt |
Annuities of all stripes have plenty of appeal for a wide range of scenarios. However, the decision to purchase one is not cut and dried.
Aaron Levitt |
While CDAs are a relatively new product and are still in their infancy, investors may want to have this annuity product on their radar.
Aaron Levitt |
Thanks to their steadfast guarantees, fixed annuities may offer the ballast and income generation that investors need and crave in the current high volatility environment.
Aaron Levitt |
Thanks to a set of recent proposals and platform upgrades, Fidelity is making it easier for investors in workplace plans to buy annuities to meet their income needs.
Aaron Levitt |
Given the benefits of fighting longevity and the ability to reduce RMDs, qualified longevity annuities could make a lot of sense for many investors.
Aaron Levitt |
Annuities offer the ability to provide steady income for a participant’s life. However, there are tax implications to consider.
Aaron Levitt |
The recent market malaise has brought sequence of returns risk back into the headlines. By purchasing an annuity, investors can eliminate much of that risk
Aaron Levitt |
Thanks to changes in interest rates and the tax picture, charitable gift annuities make a lot of sense these days for investors.
Aaron Levitt |
The contracts originally designed to fund wars during medieval times are attracting serious attention from the financial planning and defined benefit community.
Aaron Levitt |
For retirement success, using HSA first could be the best strategy for long-term wins.
Aaron Levitt |
With the bill being tossed around Congress, Americans have another set of powerful tools and provisions to use in order to save for retirement.
Justin Kuepper |
Let's look at a few strategies that you can use to manage inflation and interest rate risk in your retirement portfolio.
Justin Kuepper |
Let's look at how non-savers can catch up, why existing investors should stay the course, and some tips to keep in mind.
Aaron Levitt |
Building on the momentum of the _SECURE Act_, a new bill in Congress may make the job of having lifetime income that much easier.
Aaron Levitt |
While Uncle Sam’s increases on retirement accounts weren’t as lucrative as previous years, they still offer savers the ability to sock away more
Aaron Levitt |
While it shouldn’t be your main driver for retirement investment, a 529 Plan can serve as a complement or bonus account for your retirement efforts.
Daniel Cross |
We’ll go down the list and break down the most common retirement investment vehicles and help you figure out which one is right for you.
Aaron Levitt |
Our retirement accounts now may need to last longer. This creates another set of headaches for investors and constitutes a bigger nest egg.
Wayne Anderman, CFP® MBA |
If we have learned anything over the past couple of years, it is that the foundations of a well-constructed financial plan can save us from ruin when things around us start to crumble.
Aaron Levitt |
Thanks to a variety of factors, the standard gauge for safe withdrawals doesn’t hold water.
Aaron Levitt |
The classic 60/40 portfolio has worked for a long time. Nonetheless, the forces at be have the concept falling flat for the new decade. Investors need to rethink.
Justin Kuepper |
Let's look at the concept of phased retirement and how you can use it to maximize your retirement assets.
Aaron Levitt |
Several asset managers, plan sponsors and fund providers have begun launching new products for retirement plans designed to be turned into streams of income.
Wayne Anderman, CFP® MBA |
Use time in the market and proactivity in financial planning to your advantage.
Justin Kuepper |
Let's take a look at how you can prepare to retire at 62 without risking your financial or emotional health in later years.
Aaron Levitt |
Both traditional and Roth IRA accounts, as well as 401(k) accounts, come with near- and long-term benefits. The question is, how do investors choose which one is right.
Aaron Levitt |
With light being shed on the world of mega-IRAs and the ability for upper income earners to use the account type to avoid taxes, changes are coming to the individual retirement account.
Aaron Levitt |
Retirement planning is hard on its own, but women face a different set of challenges.
Aaron Levitt |
A portfolio line of credit is a great tool for many investors with large gains. By using one, investors have the potential to save on taxes while still enjoying the benefits of their gains.
Aaron Levitt |
By paying taxes today and converting to a Roth account, investors could avoid paying taxes later on and ignore the dreaded required minimum distributions (RMDs).
Aaron Levitt |
For pre-retirees, the concept of Peak 65 is a major looming concern. But it’s one that can be dealt with by implementing careful planning.
Shauvik Haldar |
Check out our list of top performing target-date funds.
Aaron Levitt |
With measures of inflation recently running higher and closer to historic norms, retirees need to be vigilant about the market force.
Justin Kuepper |
Let’s take a look at how the Thrift Savings Plan, designed for government employees, could provide a blueprint for the rest of America and redefine retirement as we know it.
Aaron Levitt |
Despite being a tough nut to crack, the decumulation challenge can be tackled.
Justin Kuepper |
Let’s take a look at some of the best ways for self-employed individuals to save for retirement.
Justin Kuepper |
Let’s take a look at a few key pieces of advice to stop COVID-19 from derailing your retirement savings and income.
Justin Kuepper |
Let’s take a look at the four factors that influence retirement income and how the current market environment is affecting them.
Aaron Levitt |
There’s plenty of tax efficiency and flexibility when it comes to using a regular brokerage account.
Aaron Levitt |
With recent legislation and new rules from the U.S. Department of Labor, liquid alts could be coming to a retirement plan near you.
Aaron Levitt |
With broker-dealers and agents now acting in favor of clients, investors may be more inclined to add annuities to their portfolios.
Justin Kuepper |
Let’s take a look at the safe harbor provision that applies to these plans and how it affects employees.
Justin Kuepper |
Let’s take a look at the benefits that Social Security provides and tips on maximizing your benefits.
Aaron Levitt |
For investors and their advisors, thinking ahead to what Biden may do is just smart planning.
Aaron Levitt |
Thanks to new rules, investors will now start seeing revised income projections on a host of their investment accounts.
Aaron Levitt |
While complex and available in many forms, annuities can provide a steady stream of income payments.
Justin Kuepper |
Let’s take a look at two common mistakes to avoid during a downturn and three steps that you can take to safeguard your retirement portfolio.
Sam Bourgi |
Social Security was facing a major shortfall long before COVID-19, but the pandemic has accelerated the trend.
Justin Kuepper |
Let’s take a look at the impact of the COVID-19 pandemic on target-date funds.
Justin Kuepper |
Let's take a closer look at Reg BI rules and how they affect broker-dealers and advisors.
Daniel Cross |
Our latest edition of trending funds series features 3 top performing retirement income funds.
Aaron Levitt |
Dividend stocks have long been a great recession fighter but not all dividend stocks perform well. Read ahead to learn more.
Justin Kuepper |
The SECURE Act was signed into law in December to increase access to tax-advantaged accounts and prevent older Americans from outliving their assets.
Sam Bourgi |
A REIT is a company that owns, operates or finances income-producing real estate.
Daniel Cross |
From the first mutual fund to the most recent product: target-date funds, investments are constantly adapting to meet investor expectations and desires.
David Dierking |
Target-date funds (TDFs) have become incredibly popular in defined contribution plans.
David Dierking |
In recent years, fund providers have expanded the types of products that go into TDFs in an effort to improve risk-adjusted returns.
David Dierking |
Investors are constantly on the lookout for higher risk-adjusted returns, and smart beta strategies may be the path to getting there
David Dierking |
This article examines the structure of long-term target-date funds and how they might not always work for investors
David Dierking |
A lot of investors make target date funds (TDFs) a core part of their portfolios, but many don’t commit to target date funds as their entire strategy.
David Dierking |
The combination of low cost and the lack of these potential conflicts of interest are making the robo advisor option more popular.
David Dierking |
When it comes to retirement, investors are looking for a steady income stream that they’re confident will last them the rest of their lives.
David Dierking |
After nearly seven years of zero-interest-rate policy, the Federal Reserve has begun lifting rates once again.
David Dierking |
As target-date funds become more and more popular, it becomes increasingly important to distinguish the good from the bad.
David Dierking |
Target-date funds aren't perfect investments. Here's what you should know.
David Dierking |
Learn to identify aggressive target-date funds (TDFs) by knowing the investor-specific criteria and asset allocation strategies used by TDF issuers
David Dierking |
As target-date funds have evolved into one of the most popular investment vehicles in the marketplace, the way they are approached has also evolved.
David Dierking |
Target-date funds continue to be the default investment of choice among employer-sponsored retirement plans, but the look of those funds is starting to change.
David Dierking |
Target-date funds may be a reason to reconsider.
David Dierking |
For many individuals, investing can be a scary proposition.
David Dierking |
Investing isn’t necessarily intuitive for most people, which is why target-date funds have become so important.
Brian Mathews |
With thousands of mutual funds available to the average investor, choosing the best option can be a difficult task.
Brian Mathews |
With over 7,000 different mutual fund options available to the investing public, selecting the correct choice can be tricky.
Brian Mathews |
With over 7,000 different mutual fund options available to the average investor, selecting the correct choice can be tricky.
Daniel Cross |
Target-date funds may seem convenient "set it and forget it" tools, but they might not be the bargain you're looing for.
Bob Ciura |
We take a look various options for low-cost target-date funds.
Aaron Levitt |
TDFs are effective vehicles for investors looking to simplify their portfolios. We take a look at some of the most aggressive TDFs available.
Aaron Levitt |
MutualFunds.com takes a dive into index-based target-date funds.
Joel Kranc |
MutualFunds.com looks at the differences between open and closed target-date funds.
Calder Lamb |
We take a look at the important questions to ask before investing in a target-date fund.
Aaron Levitt |
We take a look at target-date funds and how they can use alternative strategies for even greater diversification benefits.
Aaron Levitt |
We take a look at the major pros and cons of target-date funds (TDFs).
Aaron Levitt |
We look at target-date funds, how they work, and what to take into consideration before investing.
Daniela Pylypczak-Wasylyszyn |
The basics of an Individual Retirement Account (IRAs).
Michael Flannelly |
We look at education savings accounts, retirement savings accounts, health savings accounts and savings bonds.
Featured ETFs, Funds
Overview
Payout
Income
Income Risk
Returns
Allocations
Fees
About
$46.69
-0.26%
$61.72 B
9.57%
$4.47
-0.04%
0.04%
$84.19
-0.47%
$15.49 B
5.40%
$4.55
0.33%
0.39%
$105.41
-0.16%
$34.47 B
4.23%
$4.46
0.64%
0.14%
$99.12
-0.01%
$12.18 B
4.00%
$3.96
1.15%
0.35%
$49.47
-0.14%
$10.18 B
3.74%
$1.85
0.51%
0.06%
$77.36
-0.17%
$44.39 B
3.31%
$2.56
0.37%
0.04%
$45.25
-0.04%
$16.27 B
3.12%
$1.41
-0.10%
0.04%
$49.56
-0.10%
$21.50 B
3.02%
$1.50
-0.05%
0.06%
Receive email updates about best performers, news, CE accredited webcasts and more.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.