Key Takeaways The average 401(k) balance for people in their 60s was $568,040 as June 2025. The median amount saved was much lower, at $188,792.How much you need to have saved for retirement will ...

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

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

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

High earners don't need to overhaul their investment strategy, but should revisit their retirement plan to understand how ...

Moving your old 401 (k) funds to a new 401 (k) or IRA is the best option for most people. It lets you avoid the tax penalties ...

Eryn Schultz was an H-E-B grocery store leader with an M.B.A. A slow pivot toward a big career change began when she found ...

For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions ...

Before her retirement in 2021, Woulf joined the growing ranks of 401 (k) millionaires, Americans who attain a seven-figure ...

A new study finds the two youngest generations in the workplace participate in company retirement plans early and attentively ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Considering withdrawing from your retirement account to pay debt? Learn how this common mistake can impact your future and ...