Two-thirds of 401(k) savers use professionally managed accounts, and 59% use just a single target-date fund. Here’s why this ...

Representing more than half of the U.S. population, people in the middle class embody the American dream by working hard, caring for their families, and saving for the future while navigating an ...

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 ...

Financial apps have changed the way many people manage their money. It's no longer necessary to pay a professional to monitor a portfolio or explain how the market works. "Apps … not only give ...

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 ...

Simran Kaur said in your 30s, you should have the equivalent of your salary in investments, savings, or a retirement account.

It’s time to push more workers into buying annuities for retirement. One simple way to do that: make annuities a default option in 401(k)s.

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

How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think ...

Don't want to run out of money in retirement? You need a complete retirement plan that accounts for income, market risk, ...

If you’re nearing retirement or thinking about it, the last thing you want to do is run into financial setbacks.

If you’re retired, it’s easy to let your finances go on autopilot. Since October is National Retirement Security Month, it’s ...