Got a plan? Write it down, then hang out. | monkeybusinessimages/iStock/Thinkstock Despite the ubiquitous emphasis on the need to plan for retirement, few actually put it in writing. More than half of retirees have a retirement strategy, b...

Recovering markets have boomers less worried about being able to retire and more concerned with making the money last

(Bloomberg) -- Retirement savers are upping their game: A record 13.6 percent of 401(k) participants raised their savings rate during the first quarter this year. Overall, employee contributions, combined with employer matching funds and...

Decisions are made by those who show up. | Copyright Spencer Platt, Getty Images About 80 percent of investors are worried about the outcome of the 2016 presidential election, according to a survey by UBS. That’s why UBS Wealth Management ...

(Bloomberg) -- You’re traveling across the desert, feeling parched and looking dirty. You take a long drink of water from your canteen, then wash your face with the rest. As you’ll discover before you die of thirst in a day or two...

(Bloomberg) -- Turning 30 just got a lot scarier...

Proponents of liquid alternatives (alts) build a strong case for including these assets in defined contribution (DC) plans either as part of a custom solution or as an individual option. Neuberger Berman’s David Kupperman and Scott Kilgallen...

IRA owners couldn’t have known distributions occurred

It’s all about asset location.