Retirement

Plus, how to identify geopolitical risks in your portfolio.

Preretirees, here’s how to ensure a smooth transition into retirement.

Our analysis reveals how the landmark law has affected workers’ retirement income.

Most of the benefits would flow to people who are already well-prepared for retirement.

When it comes to preparing for life after work, the learning never stops—not even for the experts.

For funds from Vanguard, Fidelity, and others, home bias has nearly vanished.

A change in mindset could set you on track for smarter retirement spending decisions.

A look at what’s at stake for millions of workers if the system isn’t repaired.

Tax and IRA expert Ed Slott discusses how the Secure and Secure 2.0 Acts undermine the case for deferring the tax bill.

In-plan conversions are a no-brainer for heavy savers who have access to them.

Return sequences can help performance as well as hinder it.

Knowing the pitfalls for required minimum distributions can help you avoid the excise tax.

Retirees: Here are the implications for your cash, bond, and stock investments.

Consider this strategy if you need to take a required minimum distribution while the stock market is down.

By the time retirement savers realize the error of their ways, it may be too late.

These often-repeated rules could lead retirees astray.

Top picks for target-date CITs and what the shift means for investors.

Tax and IRA expert Ed Slott says it’s a mistake to assume you’ll be in a lower tax bracket in retirement than when you were working.

Private equity can enrich defined-contribution plans, but it also comes with concerns.

With its $150 annual fees, for many workers, not much.