This article looks at 401(k) retirement plan rollover mistakes.

While advisors were more active in advising on rollovers, they were left out of most of $1 trillion in money moves, according ...

More U.S. households are moving investable assets, with rollovers reaching an estimated $1 trillion in 2025, according to ...

The typical IRA balance for people in their 50s might surprise you. Here's what the latest data shows—and what it means for your retirement plan.

How defaults can keep you from leaving cash on the table and fight the most powerful force in behavioral economics.

Retirees who spent decades diligently saving are now losing thousands of dollars to tax penalties that are entirely preventable. The problem is not exotic hedge funds or speculative bets, but ...

Canadians are living longer, making longevity risk one of retirement’s biggest challenges. Here’s how longevity income funds ...

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

The Seattle Times does not append comment threads to stories from wire services such as the Associated Press, The New York Times, The Washington Post or Bloomberg News. Rather, we focus on discussions ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

The debate between dollar-cost averaging and lump-sum investing isn’t new, but it remains one of the most misunderstood concepts in personal finance. Investors regularly choose the strategy that feels ...