Decisions you make about your 401(k) can have a big effect on your financial security.

If you're looking for resources to get through a difficult financial situation, you may have considered taking money out of your 401(k) plan. While current employees can take 401(k) withdrawals ...

If you collect Social Security, the amount of your 401(k) distributions is important to consider, as it can increase your ...

Withdrawing from your 401(k) before the age of 59 1/2 typically comes with a penalty, but there are exceptions for specific ...

Losing a job at 61 usually means scrambling to file for Social Security as fast as possible, but a buried rule in federal ...

The IRS has strict rules regarding when you can withdraw money from a tax-deferred retirement account like a 401(k). Doing so ...

She calculated every retirement account balance, withdrew the exact total she owed the IRS, and still faced penalties on two ...

Deciding how much to withdraw from your retirement accounts means finding a balance between enjoying life and making your money last. Taking too little leaves you with unused savings, while taking too ...

Rollovers from 401(k)-type plans to individual retirement accounts, or IRAs, are becoming more common. That's largely due to the high number of baby boomers entering their retirement years. There are ...

Many aspects of  retirement planning  are the subject of hot debate, even among experts. Here are three tricky decisions that ...

Many aspects of retirement planning are the subject of hot debate, even among experts. Here are three tricky decisions that confront people plann ...

Most compliance problems announce themselves. This one does not. Your plan has been operating under the CARES Act, SECURE 1.0, and SECURE 2.0 ...