A large portion of employees withdraw their entire 401(k) balance when they leave a job rather than rolling it over to their new employer or another account, Vanguard found.

A holistic financial plan goes beyond—here’s how to approach it.

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

The Schwab Short-Term Bond Index Fund (SWSBX) is a solid short-term bond fund. About 70% of the nearly 3,000-issue portfolio ...

Vanguard Target Retirement Funds hold varying blends of both U.S. and international stocks of various sizes, as well as U.S.

Dave Ramsey has strong opinions about retirement accounts and which is best. Here are his thoughts on 401(k)s and IRAs and ...

Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

Significant changes could be coming to your 401(k) plan in 2026 after major global investment firm Vanguard announced it will offer an annuity option within its products. Recent developments in ...

Americans will be allowed to contribute more of their money to 401(k) and similar retirement saving plans next year. The IRS said Thursday the maximum contribution that an individual can make in 2026 ...

After delaying a rule requiring high-income 401(k) savers aged 50 or older to make catch-up contributions in Roth accounts, the IRS has signaled that it will take effect starting next year. Industry ...