Investment Instruments

These "alternative" funds provide equity exposure without the volatility of long-only indexes.

IRA Financial Group of Miami, Fla., has introduced a new Roth Solo 401(k) estate plan that will allow self-employed individuals and small business owners to pass funds to children or grandchildren tax free.

Total holdings and investments of major public pension systems reached their highest level since their peak in 2007, according to the U.S. Census Bureaus Quarterly Survey of Public Pensions for the fourth quarter of 2012.

A high percentage of individuals do not contribute to an IRA.

The majority of actively managed mutual funds failed to outperform the market index over the last 10 years, according to a new study by InvestingNerd.

With so many people covered by 401(k)s, its clear that the impact of changes to their tax treatment could be substantial.