Retirement planning

Suze Orman: ‘Big mistake if you park your money forever in bonds’

Suze Orman has a warning for investors relying too heavily on bonds. The personal finance expert believes the draw of…

Net worth surged 37% in pandemic era for the typical family, Fed finds — the most on record

Net worth surged for the typical family during the pandemic era, largely on the back on higher home and stock…

Investors roll more than $600 billion a year to IRAs. Anticipated Labor Department rules could raise their protections

The U.S. Department of Labor is poised to issue a rule in coming weeks that’s likely to raise protections for…

Corporate pensions are at their healthiest in more than a decade

Pension plans for the largest U.S. companies are at their healthiest in more than a decade — and that’s largely…

This account is like an ‘extra strength’ Roth IRA, advisor says. Here’s when to use it

For savers, choosing how to best allocate money among a stream of account types may seem an impossible task. There…

Are U.S. seniors among the developed world’s poorest? It depends on your point of view

The U.S. retirement system is a sprawling complex, a so-called “three-legged stool” of Social Security payments, workplace savings plans and…

As student loan payments restart, can employers be a firewall for borrowers? Some groups hope so

As Americans with student loan debt brace for their monthly payments to restart and recover from the recent sting of…

Trying to choose Pretax vs. Roth 401(k)? Why it’s trickier than you think, experts say

If you have a 401(k), one of the big questions is whether to make pretax or Roth contributions — and…

Why Charles Schwab became a financial ‘supermarket’

Charles Schwab Corp. is the largest publicly traded brokerage business in the United States with $7.5 trillion of client assets,…