By getting the money in early, the thinking goes, they are giving it time to grow tax-free. In the run-up to tax day, more ...

Taxable portfolio income growth is strong with ORI’s dividend. See why shifting to preferred shares can optimize cash flow ...

As a record number of people age into retirement, an increasing number of Americans rely on Social Security benefits. In ...

A 401(k) plan allows individuals to save for retirement with tax advantages and employer matches they forego when saving ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...

The U.S. stock market downturn in early 2025 has yet to shake up the lineup of Fidelity's top-performing mutual funds. Even with year-to-date losses, the best-performing names in Fidelity's lineup of ...

It’s no secret that healthcare will likely be one of your larger expenses once your career ends and your retirement plan ...

Stock market dips early in retirement can be harmful to your portfolio, experts say. Here’s how to protect your nest egg from this risk.

There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide. The best way to shortlist ...

More aggressive matching formulas. Some employers are making changes to their 401 (k) match to encourage higher savings rates, according to Massa. For example, instead of the traditional 100% match on ...

Murphy, whose company serves 19 million individual investors, supports efforts to add private assets to retirement plans as ...

A turnaround stock is a struggling company with a strong makeover plan that can pay off for intrepid investors.