Are 10% Portfolio Returns Reasonable?
Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
4 Ways Advisors Can Help Single Parents Plan for Retirement, College
Saving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
5 Tax Strategies to Pay for College Without Going Broke
One wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
Smaller 401(k) Plans Beat Larger Ones: Study
What is one thing that smaller 401(k) plans have that larger ones don't? It's not better investment options.
Managed Accounts Could Be Made Safer for 401(k) Investors: GAO
The DOL will consider GAO recommendations to require more disclosures and better guidance for retirement plan sponsors from managed account providers.
Single Parents Choose College Savings Over Retirement
Single parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
Most IRA Investors Withdraw the Bare Minimum: EBRI
Why? Taxes are a big driver of keeping withdrawals small, IRA expert Ed Slott says.
‘Robin Hood’ of Fees Takes Aim at 401(k)s
Clients worried about hidden fees in retirement accounts might want to investigate FeeX, a service that helps users understand what they're paying.
401(k) Savers Who Stuck Out Financial Crisis Reaping Rewards
Consistent savers in 401(k)s from 2007 to 2012 saw an average 6.8% growth rate despite the market crash of 2008, ICI and EBRI found.
Top Ways College Is Paid For: Sallie Mae
More American families are reaching into their pockets to pay college tuition and borrowing less, according to a just-released study by Sallie Mae.