A health savings account is a versatile financial vehicle that allows you to save now while investing for retirement.

Even if you don’t have a 401(k), you can still build a strong retirement plan. Here’s how to use IRAs, Solo 401(k)s, and smart investing to protect your future.

Financial tech companies are connecting outside financial advisers to your retirement accounts, and at least one investment firm, Fidelity, is resisting.

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.

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

We asked PNW financial experts for the six biggest mistakes people should avoid as they consider retirement.

Looking to save money on taxes and have your retirement income go further? Retire to one of these 18 U.S. cities where 401(k), IRA, and Social Security income aren't taxed by the state.

While federal taxes apply uniformly, the way states tax 401(k) withdrawals can vary widely. Some states fully tax 401(k) distributions, while others provide deductions or exclude retirement income ...

Retiring early with a 401(k) requires understanding how to access funds before the standard retirement age without triggering heavy penalties. This involves leveraging strategies like Rule 72(t) ...

For many of us, our adult lives are spent saving money for retirement. In fact, several of my clients have recently shared with me their “number”—how much money they need to save in order ...

It’s tempting to view your 401(k) as a financial safety net during tough times, but tapping into it too early can turn into a costly regret. Many Americans make a 401(k) withdrawal mistake without ...