Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to recover financially as quickly as possible.

“The hierarchy method is a fine print and disclosure problem,” said Jonathan Lee, senior portfolio manager at U.S. Bank ...

If you have kids, it is never too early to start thinking about how you will pay for college. A 529 account can help you jump ...

A practical guide to money market funds, FDIC-insured accounts, and stable-value products inside college savings plans.

Take Fidelity Investments, which administers many of the nation’s 401 (k) holdings. A company statement explains that most plans—though not all—have the distribution rules outlined in documents such ...

Thanks to the SECURE 2.0 Act, you can roll over funds from your 529 into a Roth IRA, as long as certain conditions are met.

If you don’t need the money right away, keeping your money in the 529 plan until the market recovers and you can recoup your losses is a good option, says Autumn Knutson, founder of Tulsa, ...

A new provision in President Trump's tax package could transform 529 savings plans, extending their benefits beyond ...