Dave's logic was that since he could borrow from his 401 (k) at an interest rate of 5%, it made sense to do that, as opposed ...

One of the cornerstones of retirement planning is determining how much you can safely withdraw each year while maintaining a ...

You probably have a million things on your mind as you start to look toward upcoming holidays -- food, gifts, maybe even ...

Many people worry about not having enough money for retirement. If you're one of them, here's how you can assess your situation and get back on track.

Assets distributed directly to you from a qualified retirement plan are considered taxable income and subject to local, state and federal taxes based on your income tax rate. And, if you haven’t yet ...

While federal taxes apply uniformly, the way states tax 401(k) withdrawals can vary widely. Some states fully tax 401(k) ...

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.

Financial expert Shang Saavedra explains how far $500,000 can go in retirement and the key factors that determine if it’s ...