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

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.

To be clear, you probably don't want to keep all your retirement savings in a taxable account, because that means losing out ...

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

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

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

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 ...

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.

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

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 ...