Investors can boost their after-tax returns by pairing assets with taxable accounts or tax-advantaged retirement accounts like 401(k) plans and IRAs.

Target-date retirement funds, meant for those saving and spending in retirement, approach the problem in many ways. While some target-date asset allocators continually change the asset mix well ...

Electric power utility Evergy Inc. was hit with a proposed class action saying its employees’ 401(k) plan is filled with ...

Investors in the funds furthest from retirement start with 90% in stocks ... both of which contribute to the research that underpins this target-date series. He’s also vice chair of Vanguard ...

Vanguard's fine centers on December 2020 actions related to the asset manager's target-date funds and capital gains taxes. Here's what you need to know.

Passive indexes routinely clobber funds actively managed by professional stock pickers. Last year was no exception.

Fine handed out by the US SEC comes after disclosure failures in target date retirement funds ...

The news comes after BlackRock's announcement last week that its annuity-integrated TDF product has surpassed $16 billion in ...

This prompted many retirement plan investors to sell shares of the Investor TRFs and switch to institutional target-date funds. However, this triggered capital gains taxes for those sellers.

The SEC violations stem from a Vanguard announcement on December 11, 2020 that the minimum initial investment amount of Vanguard Institutional Target Retirement Funds (Institutional TRFs ...

Vanguard Group will pay $106.41 million to settle a Securities and Exchange Commission investigation related to its target-date retirement funds, the agency said Friday. The asset manager failed to di ...