Discover the benefits of a self-invested personal pension (SIPP), a U.K. retirement plan that offers a range of investment ...

If you’re prepared to go through the pain of incurring capital gains tax, transfer duties and so on, holding them in companies inside a trust is something you can consider.

Plan administrators would need to mail annual paper benefit notices and allow more paper opt-ins in compliance with the ...

Combining your pensions into a single pot can make managing the money easier – and cheaper. But some old pensions have ...

South Africans are being warned to take advantage of all the avenues to reduce their tax bill before the tax year closes.

Ultimately, a thoughtfully structured estate plan is more than a set of legal documents; it is a lasting act of stewardship.

The best target-date funds dominate US retirement plans because they simplify portfolio management at scale. These strategies package asset allocation and rebalancing into a single fund tied to a ...

Rising costs are pushing workers to treat retirement accounts as emergency funds. Surveys show many Americans reducing or stopping their savings plans despite strong markets. Younger generations are ...

A Michigan pension fund wanted to grow the second-largest coffee farm in Hawaii. What happened there demonstrates the perils of investing public workers’ savings in private markets. The $16 billion ...

Re: “WA treasurer warns state to pull back on private equity investments” (Jan. 29, Business): Thank you for alerting us to the Washington state treasurer’s concerns. My wife’s pension as a former ...

If you're making steady contributions to your employer's 401(k) plan, you're doing a very good thing for your retirement. Social Security will only replace about 40% of your pre-retirement paycheck if ...

Outraged over the fatal shootings of two American protesters in Minneapolis, activists and religious leaders Wednesday implored the officials who oversee New Jersey’s $80 billion public-worker pension ...