The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate ( FBFWX, 0.65%, 3.0%), ...

Mutual fund ownership among US households has grown steadily over the past two decades, with middle-income families accounting for much of the increase, according to new research from the Investment ...

These ETFs stand out for little to no fees They both pay dividends Combined, they can create an instantly diversified portfolio Are you ahead, or behind on retirement? SmartAsset’s free tool can match ...

The Fidelity Freedom Income Fund has been chided by some financial analysts for being too risk averse, but manager Jonathon Shelon says the fund’s demographic—investors who are 10 to 15 years into ...

Life after retirement is only peaceful when there are no financial worries. This is why people today are looking for ...

Explore how index funds offer effective diversification with low expenses. Learn how to include them in your portfolio for a ...

The standard recommendation for investing for retirement is a straightforward one: Invest 10% (or more!) of your annual income, preferably via a tax-deferred account such as a 401(k) plan with an ...

US mutual funds trace their origin to 1924’s Massachusetts Investors Trust, which was the first formalized US mutual fund entity. Closed-end funds (CEFs) are similar to mutual funds, except they trade ...