Planning how and when to withdraw money from your retirement accounts can have a big impact on how much of your savings you actually get to keep. This is especially true with 457(b) plans, which are ...

Retirement planning has become a complex exercise of balancing withdrawals and taxes against getting the most from your savings. It is important to use strategies like Roth conversions to minimize the ...

Broadcast Retirement Network's Jeffrey Snyder discusses the factors individuals need to consider before rolling over their retirement accounts (401k, 403b, 457b) to an IRA with Convergent Retirement ...

A public school teacher at 55 with a 403(b) and access to a governmental 457(b) plan can legally shelter $65,000 from federal ...

There are many free and paid digital tools available to help you track retirement savings and budget for the future. Retirement planning tools vary in complexity, with some offering a simple overview ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...

The Brandeis University 457(b) Deferred Compensation Plan is a non-qualified plan under federal tax law and IRS regulations offered to the Senior Management Group. It allows eligible employees to save ...

Hospital executives can use this retirement planning strategy to boost contributions to plans and lower their taxes.

Tax-exempt employers sponsoring 457(b) deferred compensation plans have until the end of the year to amend their plans—one year earlier than most other plan types. Initially, qualified and ...

Given how restrictive retirement savings accounts can be, retiring young may seem like a pipe dream. However, the right plan ...

Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar accounts under legislation recently introduced in the House of ...