Thrift Savings Plan participants need to carefully weigh the advantages and potential tax pratfalls of moving their balances to an after-tax investment strategy.
Although employers have been allowed since 2024 to offer two new emergency savings options tied to 401(k)s, few have done so.
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.
Everyone's finances have wrinkles. Debt with very high interest (credit cards with fees of 15-25%) may simply reduce savings at a faster rate than investments increase. Settlement of a high-interest ...
Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why beneficiary updates matter more than you think.
Retirement doesn't mean your financial planning needs disappear — they change. The decision to keep or cut an advisor shouldn't hinge solely on portfolio size, but rather on the complexity of your ...
A campaign for pensioners to be granted a separate tax code allowing them to earn double the current rules before paying tax ...
Index funds have basically become the default recommendation for retirement investing, and for good reason, as low fees, broad diversification, and decades of data showing they outperform most ...
Kevin Hassett, Trump's National Economic Council director, announced on January 16 that the administration plans to allow Americans to tap their 401(k) retirement funds for home down payments. The ...
New details are emerging about 'Trump Accounts,' including a quicker way to sign up. See who is eligible, how to open one.
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Thinking of withdrawing PF? Know the service period rule, 75% job-loss limit and tax impact first
Before you tap into your EPF balance, understand what you can withdraw, when you can withdraw it, and how unemployment rules actually work.
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