Target date funds

Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).

Millennials are using TDFs more than others. Digital firms are paying attention.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Cost of living is a key consideration, but a retiree’s goals and objectives are also important.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.

The firms are seeking to tap into the growing demand for ethical investing.