Seeking Retirement

Portfolio

A retirement portfolio is a collection of investments that are held in a retirement account, such as a 401(k) or Individual Retirement Account (IRA). The purpose of a retirement portfolio is to help you save and grow your money for retirement, while also taking into account your risk tolerance and investment goals.

Showing 8 results of 258

How the 60/40 Portfolio Makes A Comeback

It's been a rough year for the 60/40 portfolio. As Charlie Bilello tweeted a few weeks ago, the 60% U.S. stock/40% U.S. bond portfolio is down over 20% year-to-date, its worst year since 1931: Part of...

ofdollarsanddata.com Oct 25 2022

Is Your Retirement Portfolio a Tax Bomb?

A warning to high earners and super savers: That massive 401(k) or traditional IRA that you worked so hard to build may become a big problem in retirement, resulting in huge tax bills and Medicare sur...

kiplinger.com Oct 11 2022

Think Outside the Portfolio

It's official—we've entered a bear market. With the brutal selloff last week, the S&P 500 is now 23% off its highs.But what makes this bear market particularly difficult is that many other asset...

ofdollarsanddata.com Jun 21 2022