Fidelity Investments

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Clients who have squirreled away their savings in IRAs and other retirement accounts have new tools at the ready amid shifting rules, four experts said.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.

Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.