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

A 401 (k) is designed for retirement, not short-term emergencies. The baseline rule is this: withdraw money before age 59½, ...

This new rule will give families more flexibility by allowing some people to tap into their retirement savings early without the usual penalty, to help cover the cost of long-term medical care even ...

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.

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

A 54-year-old with $4M in a 401(k) has eight times the average balance for people in their 50s. The rule of 55 allows penalty-free 401(k) withdrawals if you leave your job in the year you turn 55 or ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Retiring at 55 can feel like crossing a finish line, but ...

There's usually a 10% early withdrawal penalty if you take money out of your 401(k) under age 59 1/2. The Rule of 55 lets you take funds from your most recent employer's 401(k) without penalty if you ...