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Investor Update,Retirement Planning Latest Archive

The Coast FI Retirement Formula and Its Shortcomings
September 10 2026 by Charles Rotblut
 A retirement-savings formula offering a single target has been catching the attention of Gen Z and millennial investors.

Why Private Investments Don't Belong in 401(k) Accounts
August 14 2025 by Charles Rotblut
 The desire to include private investments in workplace retirement plans seems to be coming from the industry itself.

How I Picked a New Fund for My 403(b)
October 31 2024 by Charles Rotblut
 I replaced a mutual fund in my 403(b) account due to long-term relative performance.

Avoid These Costly Retirement Account Rollover Mistakes
August 01 2024 by Charles Rotblut
 What to avoid when rolling over your retirement account.

Answers to Common Questions About QCDs
May 30 2024 by Charles Rotblut
 Your QCD questions answered.

Five Retirement Challenges and Solutions for Them
April 04 2024 by Charles Rotblut
  BlackRock’s Larry Fink on retirement solutions.

Financial Independence and Retirement
October 05 2023 by Cynthia McLaughlin
 How to navigate every phase of retirement with AAII Retirement Investing.

Automate Retirement Savings and Retirement
September 30 2021 by Charles Rotblut
 Automating various actions can help prevent unintended errors. Using auto-pilot when appropriate can also limit the influence that behavioral errors and noise have on the portfolio management process.