I am in a quandary about how to invest $750,000 that’s in my 401(k). I'm 67 years old, retired and I have not started taking ...
Monitoring the progress of a 401 (k) balance on a consistent basis allows investors to make informed adjustment decisions such as contribution rate or asset allocation. 401 (k) providers typically ...
Hitting the right asset allocation (stocks versus bonds) can be a tough balance to achieve if you don't fully understand your risk profile. It's not just your age or ability to take risks that counts; ...
The safest investments for a 401(k) highlight the need for low-risk options that provide stability and protection of principal. In this context, several investment choices stand out. Bond funds, which ...
When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...
Citations: Poterba, James, Joshua Rauh, Steven Venti, David Wise. 2009. Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth.
Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...
Lucy Lazarony is an experienced personal finance journalist and writer who got her start in 1998 writing about financial topics. She writes accessible and easy-to-understand articles about credit, ...
Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. A 401(k) retirement plan is an important tool for building ...
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Hitting the right asset allocation (stocks versus bonds) ...