Retirement Planning

The founder of Vanguard Group thinks a conservative portfolio of bonds will only return about 3 percent a year over the next decade, and stocks won’t do much better.

Even before tax reform is complete, Congressional Republicans have started talking about cutting Social Security and Medicare.

The IRS needs to offer official guidance.

But only about half of U.S. households are invested in 401(k)s and IRAs.

Sixty-nine percent of older investors remain heavily exposed to equities, according to a national study by Global Atlantic Financial Group.

The Griffin Capital Essential Asset REIT buys LPL’s South Carolina campus, IRAs assets are surging, Rick Rieder’s work ethic.

First-in, first-out inhibits investor choices, causes capital gains taxes to go up and complicates financial planning for millions of Americans, Eaton Vance’s Thomas Faust Jr. argues.

Dimensional Fund Advisors has the strongest loyalty among fee-based advisors, a $1.3 million producer returns to Alex. Brown and millennials are open to 401(k) mandates.

Generation X’s debt is hurting long-term planning, alternative fund fees dwarf traditional mutual funds and Guggenheim predicts the next recession.

The end of the year can be the start of confusion for older retirement account owners.