The packaged-foods merger makes sense from a strategic standpoint, says Morningstar markets editor Jeremy Glaser. Plus, the Fed guessing game continues, and more.
Ask yourself when you'll need the money, what your future tax bracket may be, and where you'll find the money to pay the taxes due upon conversion, says retirement expert Ed Slott.
Ratcheting down your equity exposure when stocks are richly valued can help combat 'sequence of return' risk and improve retirement-income sustainability, says financial-planning expert Michael Kitces.
401(k) auto-enrollment and auto-escalation programs have made a big difference, but too many retirement savers are still being left behind, says behavioral science and economics professor Richard Thaler.
Valuation should be a key driver of how an investor's asset allocation looks at a given life stage, says GMO's Ben Inker.
Retirement expert Ed Slott discusses the key differences between Roth and Traditional IRA contributions, the pitfalls of backdoor Roth conversions, and the importance of spousal contributions and beneficiary forms.
A recent IRS ruling on Roth conversions of aftertax 401(k) money could make the option more appealing for savers who have maxed out their other accounts, says financial-planning expert Michael Kitces.
Morningstar's Christine Benz explains how to size up plan costs and investment options as well as key workaround strategies.
U.S. stocks, particularly small caps, and bonds look unattractive overall, but low-double-digit nominal returns are possible for emerging-markets value stocks, says GMO's Ben Inker.
Morningstar's Christine Benz recommends these tried-and-true value-leaning stock funds, still-open foreign-stock favorites, and TIPS funds for investors who want to tilt against the grain.