The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account. The rule states that you must wait five years after making your first contribution, and the distribution must take place after age 59½, when you become disabled, or when

Fifty-five percent of Americans said that they (and/or a spouse) had money invested in the stock market in 2019, the same as in 2018. Stock ownership still lags pre-recession levels, suggesting that caution remains despite a decade of strong market recovery. Source: Gallup, 2019 Learn more about our Investment ServicesConnect with an Advisor Copyright 2006-2020 Broadridge

Older people who encounter fraud are less likely to lose money than younger people, but those who do lose money tend to have higher losses. The Federal Trade Commission received almost 1.7 million fraud reports in 2019, and about half of reports included consumer age information. This chart shows the percentage of those who reported

The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020. After completing its initial outreach in January — the 30th in its annual series — EBRI decided to conduct a second survey in late March to gauge how the effects of the COVID-19 pandemic