Tax-efficient mutual funds are designed specifically to reduce your tax liability as a shareholder when you file for taxes.

Retirement investing used to mean picking between stale index funds, overpriced mutual funds or praying your target date fund didn't flatline. But what if you could use that same 401(k) or IRA to ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

The ideal withdrawal rate for the moderate fund, American Funds Retirement Income Portfolio – Moderate ( FBFWX, 0.65%, 3.0%), ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Explore how index funds offer effective diversification with low expenses. Learn how to include them in your portfolio for a ...