The S&P 500's returns are measured using time-weighted returns (TWR), which don't account for cash flows like withdrawals. If you're retired and withdrawing funds, comparing your portfolio to the S&P ...

On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...

In my 401(k) retirement plan, I’m 82% stocks. I’m 65 and still working. Should I be moving my stocks to bonds? -Bob While it's not a satisfying answer, the real answer is that "it depends." The ...

Recent Morningstar estimates suggest that retirees can safely withdraw 3.7% from their nest egg in 2025 instead of following ...

These seven milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and ...

SA Rugby’s union members last month rejected its plan to sell a 20% share in a newly created commercial-rights company for ...

Trump has consistently stated he won’t cut retirement benefits or raise the retirement age, a common proposal for securing ...

Here’s how much the average American couple actually has saved up for retirement — and how to catch up if you’re worried ...

You really can defer RMDs and lower taxes while at the same time increasing the long-term growth of your IRA. Here's how.