A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ongoing ...

Investing isn't as difficult as it's made out to be, but it does require some attention. For instance, you must regularly check your allocation to make sure the risk you’re taking is appropriate for ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Fidelity is one of the most ubiquitous names in retirement planning. As I'm writing this, Fidelity boasts more than 50 million accounts dedicated toward retirement saving, including workplace plans ...

BlackRock Inc. said it expects to start offering its own target-date retirement funds that include private assets next year, the latest push by the $12.5 trillion money manager to bring alternatives ...

The Fidelity Freedom Income Fund has been chided by some financial analysts for being too risk averse, but manager Jonathon Shelon says the fund’s demographic—investors who are 10 to 15 years into ...

U.S. investors are increasingly seeing the value from a one-stop shop retirement fund. Like others in the T. Rowe Price Retirement series, the 2035 fund invests in global stocks and bonds. Its asset ...

PITTSBURGH, PENNSYLVANIA - NOVEMBER 04: Republican presidential nominee, former President Donald Trump holds a campaign rally at the PPG Paints Arena on November 04, 2024 in Pittsburgh, Pennsylvania.

A well-constructed retirement portfolio should balance equities and fixed income, targeting 75% equities and 25% fixed income for reduced volatility and strong returns. Equity exposure is diversified ...

Forbes contributors publish independent expert analyses and insights. Teresa Ghilarducci Ph.D. is an Economics Professor. The Charade That “Retirement” Accounts Are For Retirement It’s time we stop ...