A 401 (k) loan permits you to withdraw up to 50% of your vested account balance or $50,000, whichever is less. If your vested account balance is less than $10,000, then you can withdraw up to $10,000.

The decision to extend from 2 months to 12 months the period after which a member who loses their job can seek full PF ...

IRS rule changes will require some older workers to make 401(k) catch-up contributions with after-tax dollars.

This early retirement hack lets you tap your retirement savings without tax penalties. But you must plan well.

Here are the highlights of some of the year-end tips for registered retirement savings plans (RRSPs) that I shared with Jack.

There are a handful of other exceptions for getting your 401k before the age of 59. These include permanent disability, military reservist call-ups, and some medical expenses. But these situations are ...

Avoid seven common income mistakes that can shrink your Social Security, including IRMAA and Medicare surcharges, earnings ...

Take your investment strategy to the next level. Learn how a resilient portfolio can help limit your losses in a downturn, ...

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

Withdrawal strategies in retirement can feel tricky because no one wants to outlive their savings. There are enough ...

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to ...

We are both in our mid-70s and retired. We’re collecting Social Security and pensions — meaning we can live comfortably. We ...