Assets might sound like a fancy word, and they may seem like something only rich people have. But the truth is almost everyone has a few assets to their name. Let’s take a look at what assets are, ...

Alternative assets in 401(k) accounts are leading to more questions from investors and from plan sponsors, a panel of experts said.

Which investments you hold matters (and in what proportions), but so, too, does where you hold them, whether it's in a tax-advantaged account or a taxable one. A recent lawsuit against Vanguard Group ...

Editor's note: A version of this article was initially published on March 2, 2017. It is part of Morningstar's Tax and IRA Guide special report. You've run the numbers and determined whether your ...

Americans have more money in stocks than ever before. But while the market’s climb may be inflating their accounts, they are ...

The majority of the assets, $500 billion, are held in 16.3 million 529 savings plan accounts, while prepaid tuition plans held steady at $25 billion across roughly 900,000 accounts. The 529 savings ...

New rules are expanding what Americans can hold in their 401(k)s and other tax-advantaged retirement accounts. An executive ...

There’s every reason to believe cryptocurrencies belong in retirement accounts – but why aren’t there more alternative investment options in retirement accounts in the first place? Investors already ...

Edelman Financial Engines’ managed account assets grew to $210 billion by the end of 2023, up from $88.2 billion in 2013, according to a Monday announcement. In its report, EFE highlighted its 45% ...