Trump preparing affordability order that will let people dip into retirement to pay for homes - It’s unclear whether the ...

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's ...

Early withdrawals can shrink your 401(k) savings. See how to calculate the IRS 10% penalty, and learn about exceptions, SECURE 2.0 updates, and penalty‑free alternatives.

But keep in mind that you can't keep all that money in there forever. The IRS requires you to begin withdrawing money from ...

The new change to catch-up contributions could mean you’ll have more taxable income in the next filing year. For ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

If you play your cards right, you can avoid an unwanted tax bill. When I first started working full-time and was able to make ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...

If you're turning 60 in 2026, there are a few important 401(k) rules you need to know, including new contribution limits, tax changes, and where to find help.

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...

A 401(k) is an employee-sponsored retirement plan offering tax advantages. You contribute a chosen percentage of your income, which is then automatically withheld from each paycheck by your employer ...

It’s important to recognize that 401(k) withdrawals in retirement are taxable. Increasing your taxable income could also mean facing taxes on Social Security and higher Medicare premiums. A Roth 401(k ...