Understanding direct vs. indirect rollovers helps protect retirement savings from unnecessary taxes.

Learn how to convert your 401(k) to a Roth IRA, understand tax implications, MAGI effects, the five-year rule, and smart strategies to minimize your tax hit.

SEATTLE--(BUSINESS WIRE)--Today, ShareBuilder 401k, a leading provider of all-ETF 401(k) plans for small- and mid-size businesses, launched a new Solo 401k Saver plan for the self-employed. According ...

If you work for a public school or some kind of non-profit organization, you may have access to a 401(a) or a 403(b) plan. Both are retirement savings vehicles that offer major tax breaks. However, ...

When facing a financial emergency, accessing money in a 401(k) plan can feel a bit like being stranded at sea: surrounded by water, yet unable to take a drink. Your money is there, it’s just not ...

“Solo 401(k)” is a marketing term used for a 401(k) plan that is adopted by a sole proprietor or an incorporated business with no employees other than the owner. These plans offer a greater retirement ...

SEATTLE--(BUSINESS WIRE)--ShareBuilder 401k, a leading provider of affordable, all-ETF 401(k) plans for small businesses and medium-sized companies, today announced that all setup costs for small ...

While there are hundreds of thousands of 401(k) millionaires at Fidelity alone, far fewer people have accumulated over $10 million in their retirement accounts. As time goes on and the stock market ...

Plus, when you invest a traditional 401(k) plan, you get to enjoy tax-deferred gains. This means that rather than pay taxes on gains year after year, you pay them when you take withdrawals from your ...

Your 401(k) plan administrator provides you with investment options to choose from in your account. IRAs offer more flexibility in both investment options and early-withdrawal exceptions. The minimum ...

Contributing a lot to a 401(k) could help you build a solid retirement nest egg. You can also enjoy a huge tax break along the way. Be mindful of the pitfalls of 401(k)s and consider putting some of ...

Most savers stop at a 401(k), but the real retirement edge may be hiding elsewhere.