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Bill Bernstein

To Invest for Retirement Safely, Know When to Get Out of Stocks

Investment adviser William Bernstein says there's no point in taking unnece...
Investment adviser William Bernstein says there's no point in taking unnecessary risks. When you near retirement, shift your portfolio to safe assets.

The Retirement Decision That Could Cost You $51,000

An early retirement may be good for reducing stress but it will also shrink...
An early retirement may be good for reducing stress but it will also shrink your nest egg.

Whoops! I Forgot to Rollover My 401(k)

The hidden costs of keeping a retirement plan with a former employer.
The hidden costs of keeping a retirement plan with a former employer.

The Three 401(k) Moves Millennials Should Make Now

A few smart—and easy—choices in your 401(k) can go a long way toward gettin...
A few smart—and easy—choices in your 401(k) can go a long way toward getting off to a good start.

Retiring? Stay or Go, You've Got Moves to Make

Housing accounts for the biggest part of your costs in retirement. So spend...
Housing accounts for the biggest part of your costs in retirement. So spend wisely.

Don't Buy Into the Retirement Gloom

In the emerging Unretirement movement, you are your best investment.
In the emerging Unretirement movement, you are your best investment.

Should I Use My Roth IRA to Pay Off Debt?

Q: I am trying to pay off some debt to become debt free. I'm 44 years old. ...
Q: I am trying to pay off some debt to become debt free. I'm 44 years old. Is it possible, at my age, to withdraw from my Roth IRA to pay off debt? – James,...

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