I rolled over my 401(k) last year and my company automatically withheld $15,000 for taxes. I got the remainder (about $60,000) into my IRA way ahead of the 60-day deadline, but my accountant ...

Target-date funds are the default investment in most 401(k) plans, but are they right for you? Learn when to stick with a TDF and when to customize your retirement strategy.

President Trump is expected to sign an executive order to ease the path for private market investments to be included in ...

As SECURE 2.0 and state mandates drive micro 401(k) plan adoption, advisors are set to play a bigger role in helping small ...

RIA Benchmarking Study shows 97% client retention over a decade, but the industry may face a talent bottleneck with 70,000 new hires needed in five years to match growth.

One of the biggest reasons to buy DIVO instead of SCHD is because it is actively managed. This active management attempts to ...

Fidelity found that 401(k) balances dipped slightly due to volatility, but that savings rates remained consistent. So what advice does it have for 401(k)s?

Key Points Both a 401 (k) and IRA offer tax-deferred retirement savings options. The 401 (k) has two key advantages over an IRA that could sway some to use it as their sole retirement account.

Dave Ramsey counseled a Chicago homeowner, who wanted to sell her home, on the benefits of owning a home versus renting.

The average self-directed brokerage account within workplace 401(k)s finished at $335,857, down 4.7% from Q4 in 2024, according to Charles Schwab’s SDBA Indicators Report.

Liz Ann Sonders, Charles Schwab chief investment strategist, joins 'Money Movers' to discuss congress' vote-a-rama, equities and the overall market.

Here's the average 401 (k) balance by age How does your nest egg stack up to others your age?