Target-date funds from
Lipper analyzed 30 target-date funds designed for people planning to retire in 2030 and ranked them by performance over the past 12 quarters ended this past September.
“Clearly, there is more to choosing a target-date fund than using a ranking based on past performance, but our rankings are a good way to winnow the large group of possible target-date funds to a more manageable handful,” said Lipper Research Director Andrew Clark.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
