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

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

Turning 65 used to mean a hard stop at work and a simple rule of thumb for tapping savings. Today, retirements stretch longer ...

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 ...

A 401(k) plan is a tax-advantaged retirement account offered by many employers. There are two basic types—traditional and ...

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

There are limited exceptions. Taxpayers may withdraw up to $10,000 penalty-free from an IRA for a first-time home purchase, though income taxes still apply. That exception does not extend to 401 (k) ...

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

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