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This research series studies investor performance in mutual funds. Its goal is to shed light on how investors can improve portfolio performances by managing behaviors that cause them to act imprudently.

A special report from the editors of Kiplinger’s personal finance.

Nearly 70% of parents with children 18 or older say they’ve sacrificed their own finances to help them, according to a Bankrate report.

A consistent warning raised by behavioral finance researchers is that investors too often prove to be their own worst enemies.

The commission’s FAQ from March 30 said firms should avoid “embellishing factual statements,” but the Institute for the Fiduciary Standard argues it leaves advisors unable to accurately describe themselves as fiduciaries.

Transferring traditional IRA assets to a Roth is often dubbed the “Backdoor Roth” method of building retirement savings.

Here’s why you need to read beyond the headlines and understand why this may be the most overhyped provision of SECURE 2.0.

Congress in 2019 passed the biggest set of retirement savings policy reforms in a decade. It was called the Secure Act, shorthand for the official title of “Setting Every Community Up for Retirement Enhancement Act.” At the end of 2022, lawmakers expanded the original act with introduction of dozens of new provisions.

The provisions of the SECURE and CARES Acts, and the related IRS rules, are creating even more confusion about which beneficiaries are subject to RMDs this year.

What planners need to know.