"Our mortgage rate is 2.5% and we have a $400,000 loan balance." (Photo subject is a model.) I am 58. My wife and I have a combined 401 (k) balance of $1.1 million and $800,000 in stocks. We also have ...
A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.
On the last day to sign up for an Affordable Care Act plan for the year, those seeking health insurance must choose between paying skyrocketing premiums or risking financial catastrophe if they get ...
Social Security benefits remain taxable on federal income tax returns. But many older adults can save money with new enhanced ...
The IRS on Jan. 15 issued updated two safe harbor explanations plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover distributions.