The reality is sobering: The average 401 (k) balance of a Gen Xer is about $190,000, while the average balance for Boomers ...

Workers should know about these six 401(k) tax rules that can affect how much they'll pay in taxes both now and in retirement ...

Using 401 (k) Funds Under current law, access to retirement savings before age 59½ is deliberately restricted. Early withdrawals from 401 (k) plans generally trigger a 10% penalty on top of ordinary ...

Financial experts share three simple strategies to boost your retirement savings in 2026, from maximizing higher 401(k) ...

If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping ...

January 14, 2026) - Financial educator and author Jonathan Mark Mercado announces the release of "The LIFT Method: Knowledge Is Power", a comprehensive guide revealing six fundamental money rules that ...

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.

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What Are RMDs? Required Minimum Distributions are withdrawals that the IRS mandates you begin taking from your retirement accounts once you reach the age of 73. This rule applies to traditional IRAs, ...

Several IRS changes take effect in 2026, including higher retirement contribution limits, tax adjustments, and more. Here's ...

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