The Self-Directed Solo 401 (k) plan also stands out for its high contribution limits. This unique retirement account allows individuals to contribute more money annually compared to many other ...

Small business owners looking to offer competitive retirement plans should consider self-directed SIMPLE IRAs. Plans like these provide greater investment flexibility than traditional options, making ...

People with self-directed brokerage accounts within their retirement plans invested the largest percentage of assets in mutual funds in the first quarter 2018, according to new Charles Schwab report.

If you have a self-directed IRA or 401(k) and want to convert it into a Roth IRA, you may be concerned about your options and taxes. These retirement accounts are taxed in different ways, and you’ll ...

In part 1 of this article, we reviewed the federal law on permitted investments for self-directed IRAs and the various tax, compliance and reporting rules that apply to individual retirement accounts ...

The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg.

Endowment funds such as Yale University’s, which focuses on investment alternatives, have been great examples of multi-asset-class investing strategies over the last two decades. Case in point: Yale’s ...

The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access. BlackRock Inc. has launched a series of target-date exchange-traded funds focused on the ...