Money
Alternative Assets Creep Into Retirement Menus
Private equity, private credit and real assets are arriving inside ordinary retirement plans, bringing diversification arguments and fee questions in equal measure.
Retirement
Money
The Health Savings Account Becomes a Retirement Vehicle
The best-taxed account in the American system was designed for medical bills and is increasingly being used as a supplemental retirement fund by the people who least need help saving.
Business
A Wave of Retiring Owners Is Putting Main Street Up for Sale
Millions of small businesses are owned by people at or past retirement age, and most have no succession plan. The scramble to keep them alive is reshaping local economies.
Money
The Great Inheritance Arrives, Unevenly
The largest generational wealth transfer on record is underway. Most of it is moving to households that were already comfortable, and much of it is being consumed by end-of-life costs before it moves at all.
Business
Employee Ownership Gets a Second Look, From Sellers
Employee stock ownership plans spent decades as an ideological argument. They are being reconsidered as something plainer: a buyer who is already on site when no other buyer appears.