How Well Did the Retirement Saver Portfolios Perform in 2020?
All portfolios posted strong gains in absolute terms, but a classic 60/40 portfolio was tough to beat.
Save for Retirement
Plan ahead for your retirement. We cover building a retirement portfolio, maximizing your 401(k) and more. Get access to our invest specialist‘s model portfolios for retirement savers to get started.
Featured
How Well Did the Bucket Portfolios Perform in 2020?
Cash was certainly a drag, but all of the portfolios notched respectable gains in a strong year for stocks and bonds.
Retirement Planning for the 'Gig' Economy
Contractors and other self-employed workers need a bigger safety net, less idiosyncratic risk, than other workers.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Tools & Worksheets
Portfolio Planning
- A Year-End Bucket To-Do List
- Can You Age in Place?
- The Trouble With Social Security COLAs and Medicare Premiums
- Whither the Bucket Portfolios in a Low-Yield World?
- What High(ish) Equity Valuations Mean for Your Retirement Plan
- Another Tax-Advantaged Option for Retirement Planning
- What the Election May Mean for Social Security
401(k)s and IRAs
- Retirees' Year-End Tax-Planning Guide: 2020 Edition
- Would a Financial Transaction Tax Affect Your 401(k)?
- Biden's 401(k) Plan Is Vague, but Worth Paying Attention to
- 100 Must-Know Statistics About 401(k) Plans
- How to Find Yield Without Getting Burned
- Crisis Makes Estate Planning More Urgent
- Are IRA Conversions a Good Idea During Volatility?