Investment insights

Some workers may consider suing their employers if the 401(k) plans they offer limited investment options, poor funds and hefty fees; Plus, the pros and cons of income-generating strategies in retirement.

The complicated rules for 401(k) plans, IRAs and other retirement accounts have created many traps that even some smart investors fail to avoid; Plus, how Social Security rule changes affect your clients.

These 20 funds didn't just rise with the tide; they exceeded expectations and generated genuine gains.

How to best convert a client's 401(k) to a Roth IRA. Plus, ways advisors can boost a client's retirement income, and last-minute techniques for reducing an IRS bill.

“Estimated stock returns will dwarf fixed income,” said Howard Ward, chief investment officer for GAMCO Investors.

Your clients can realize real value from their losing investments, especially amid volatile markets, says Kimberly Foss.

A new study says that knowing other people's retirement savings can discourage clients from saving further; Plus, why clients should check 401(k) fees.

The insiders debate who is growing, how many wealthy prospects there really are and where the robos will be most successful at the Tiburon CEO Summit.

The restriction prevents clients from selling at a loss and buying back the same asset within 30 days. But there are strategies advisors can employ to use the rule to their clients’ advantage.

Companies that provide advice on Social Security are rushing to update their computer after a new law scraps "file-and-suspend" strategies; Plus, five smart things your clients should do the minute they retire.