Reaching 72 with $900,000 in tax-deferred retirement accounts means navigating required minimum distributions (RMDs) while ...

A Reddit user posted recently because he was concerned when his portfolio balance fell from $3 million to $2.7 million during ...

Peter Thiel turned a modest retirement account into a multibillion dollar fortune, and the blunt principles behind that ...

To find out if you’re on track to reach your financial goals, review your current portfolio balance, combined with your ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Older adults likely began their investing careers before exchange-traded funds existed and have stuck with traditional mutual funds. But as retirement approaches, many investors look at their ...

The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate ( FBFWX, 0.65%, 3.0%), ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...

Inflation significantly erodes the purchasing power of savings, especially over long investment horizons like retirement.

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...