The investment seeks as high a rate of current income as Putnam Investment Management, LLC believes is consistent with preservation of capital. The fund employs an asset allocation strategy designed ...

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 ...

Believe it or not, seniors fear running out of cash more than they fear dying. And retirees have good reason to be worried about making their assets last. People are living longer, so that money has ...

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ongoing ...

The best target-date funds dominate US retirement plans because they simplify portfolio management at scale. These strategies package asset allocation and rebalancing into a single fund tied to a ...

Confused between NPS and mutual funds for retirement? Compare returns, tax benefits, flexibility and risk to choose the best option for your future.

Ah, retirement. No more snarled commutes, demanding bosses or tight deadlines. But after saving for decades, you now have to figure out how to turn your nest egg into a cash spigot. "It's a big moment ...

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 ...

Once you retire, the purpose of your investment portfolio often changes. Instead of concentrating primarily on growth, many ...

A windfall gain or retirement corpus can be hard to manage without falling prey to poor timing or tax inefficiency. Here are two mutual fund tools that help investors deploy lump sums gradually and ge ...

A senior black couple leaving the tennis court after their workout. If you’re contributing to a 401(k), chances are you’ve been default invested into a retirement target-date mutual fund—and you may ...

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 ...