Retirement income

Threats to the program are multiplying and the coronavirus pandemic is accelerating a reckoning, according to a new analysis.

Despite some impressive short-term gains, more than half underperformed their peers over the decade.

Sales are tumbling and gravitating to different products as Wells Fargo settles a FINRA case and researchers examine the defunct fiduciary rule.

A comprehensive guide to how these provisions affect retirement plans

Some of the biggest laggards have managed short-term gains of more than 40%.

Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.

High unemployment, rising virus cases and the upcoming presidential election are causing clients to change their strategies, advisors say.

If clients “looked just three months ago, these numbers would be glaringly different,” an expert says.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.

The 20 top-performers have generated gains well over 50% in the first seven months of the year.

The “set it and forget it” balanced approach may not work as well anymore, an expert says.

Despite besting the broader market over the long-term, those at the top have underperformed in the first half of 2020.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.

The program faces big challenges, including the coronavirus pandemic which could deplete the program’s $3-trillion trust fund as early as 2028.

The deals come as millions of baby boomers enter retirement.

A federal court decision that could be subject to appeal secured Social Security benefits for certain same-sex marriages that hadn't previously been eligible.

Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.