Investors hoping to ramp up on tax-free retirement income just might rejoice after recent market tumult. That's because falling values in your traditional IRA might make a Roth conversion more attractive.
There are straightforward ways for retirement investors in need of income to play rising interest rates without being wiped out by falling bond values.
The yield curve inverted on Tuesday between short-term Treasury bonds and the five-year. It wasn't the "big" inversion — that is when the 10-year yield drops below the two-year. But the situation is alarming. In a word: recession.
A new survey from retirement community firm Provision Living finds that while most Americans think about retirement a lot, their goals and plans to achieve them sometimes fall short.
Investors warned of higher rates globally next year following 2018 economic "peak" for U.S.
Omar Slim of PineBridge Investments says investors should be cautious about entering the high-yield space because tighter financial conditions tend to impact that market.
Last year, investors in local currency emerging market debt benefited as the MSCI EM currency index rose 3.5 percent against the dollar. This year, it's reversed and with a risk-off mentality in global markets, local currency returns are negative.
The future of financial planning will be radically different, thanks to new technology. Here's how firms large and small are already starting to test the waters with this technology.
Rather than one final retirement, mini retirements are a series of intentional breaks throughout your career and require careful financial planning to make sense.
Both high-yield bonds and leveraged loans are priced to near perfection, with credit spreads still hovering at historic lows. They are a bet on the U.S. economy and that it will be another year or two before the cycle turns.
U.S. government debt prices were slightly lower on Monday morning.
Social Security's cost-of-living adjustment for 2019 is the largest increase in recent years. Here are several steps you can take to make the most of that hike.
Individuals who are collecting Social Security benefits will see a 2.8 percent cost-of-living adjustment in 2019, the biggest boost since 2012.
Autonomous vehicles could change everything about the way we travel on the road, particularly during our retirement years.
U.S. stock markets are beginning to take note as investors get nervous about the future returns of equities in a higher interest rate environment.
Other than emerging market bonds, U.S. investment-grade debt — once a safe haven for investors — has had the worst performance of any major sector of the fixed-income landscape so far this year.
Seventy-nine percent of parents still provide financial help to their adult children. Here's where that money goes.
If you converted a traditional individual retirement account to a post-tax Roth IRA in 2017, you have just until Oct. 15 to undo it. Start by checking to see how your transaction has fared.
How long you are going to live is one key metric for retirement planning. Coming up with a realistic estimation is easier said than done.
Reverse mortgages have skyrocketed in popularity among cash-strapped seniors. But carefully weigh the pros and cons, and alternatives, before taking this unique type of loan.