Retirement

All trusts named as beneficiaries before the SECURE Act may need to be updated, says one analyst.

Advisors can enhance strategies by recognizing set patterns of behavior during this period.

A COVID-wrecked economy has changed the calculus for some financial planners.

Despite early withdrawals, U.S. employees managed to save more for retirement last year.

Funds at the top have notched triple digit returns in the last year.

Now is a crucial time to build and cement the bonds of trust between you, your clients, and your colleagues, says Kimberly Foss.

Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.

The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.

The simplest method involves having one traditional IRA and one Roth IRA, making one annual non-deductible contribution to the traditional IRA, and converting it before any gains or interest accrues.

Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.

The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.

"When you ask someone what their goals are for retirement in 10, 20 or 30 years, the truth is most people don’t even know what’s possible in the first place," Michael Kitces says.

The top 20 carried an average expense ratio of more than three times the broader industry.

After a waiver, required minimum distributions from certain retirement accounts — including traditional IRAs and 401(k)s —return for 2021.

These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.

The top 20 more than doubled the gains of their fixed-income industry peers.