The Schwab Short-Term Bond Index Fund (SWSBX) is a solid short-term bond fund. About 70% of the nearly 3,000-issue portfolio ...

For millions of American workers, the 401(k) plan is the primary tool for retirement savings. However, many overlook a ...

A 401(k) plan is a tax-advantaged retirement account offered by many employers. There are two basic types—traditional and ...

Private assets are getting more attention because a growing share of economic growth is happening outside public stock ...

You don't have to do anything with your old 401 (k) funds, but moving them to a new account might be better for you long term ...

Your target-date fund might have the wrong mix for you, and new alternatives could be risky As stock and bond markets have whipsawed this year, you may be afraid to look at your 401(k) account balance ...

Eryn Schultz was an H-E-B grocery store leader with an M.B.A. A slow pivot toward a big career change began when she found ...

Early withdrawals can shrink your 401(k) savings. See how to calculate the IRS 10% penalty, and learn about exceptions, SECURE 2.0 updates, and penalty‑free alternatives.

For many years the best action to take with a 401(k) account when leaving an employer was to roll over the account to an IRA. The rollover has been the most frequent IRA transaction, and rollover ...

If you start contributing money to a 401(k) plan as soon as you start working full-time, there's a good chance you'll end up with a nice balance as retirement nears provided you keep funding that ...

The most common investment question I get asked by friends and family by far is: "Can you take a look at my 401(k) and tell me what investments to choose?" While I'm always happy to oblige, the secret ...

Financial expert from the Welch Group warns of common oversights that can cost employees hundreds of thousands in retirement ...