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 ...

High yield can simplify early retirement, reducing portfolio rebalancing needs to be compared with traditional total-return ...

Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

Planning for retirement requires us to consider not only how to build wealth but how to protect it. Employers offer 401(k)s ...

Shaquille O'Neal explains how taxes, lifestyle choices and poor financial literacy cause many NBA players to lose their ...

Both a HSA and a 401(k) are for tax-advantaged savings—the former for health expenses only, and the latter for retirement.

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.

Losing a spouse can deliver a second blow after grief, which is a higher tax bill. Financial planners warn that the so-called "survivor's penalty" can sharply raise lifetime taxes if couples don't ...

The survey also indicated that many people were unaware of any salary sacrifice changes announced in the budget ...

Retiring ahead of the traditional timeline requires careful planning. Here’s how to chart a realistic course to financial freedom Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace ...

You have less than two months to tackle some key financial tasks. Prioritize 401(k) savings as well as your HSA. Sell investments strategically if you need to offset capital gains. It might seem like ...

Contributions from friends, family members, and others will be capped annually at $5,000. Employers can contribute up to ...