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.

A certified financial planner breaks down barriers employees face in accessing retirement plans and saving enough.

While this sell system is designed to preserve the growth portion of a portfolio, it comes with a downside: Money can be ...

A Roth 401(k) allows you to contribute money toward your retirement with protection from tax rate increases in the future.

For one, it has a much higher contribution limit than many other retirement accounts. In 2025, you can invest up to $23,500 per year in a 401 (k), while the contribution limit for traditional and Roth ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why beneficiary updates matter more than you think.

They are contributing to their 401(k)s much earlier than millennials did, reports show, and young women in particular are ...

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

Fidelity Investments advises people to keep these three "A" words in mind: amount, account and asset mix. Here's why these ...

Avoid costly tax mistakes with your IRA. Learn how skipping IRS Form 8606 cost one investor $50,000—and how you can protect ...

Only 18% of participants used the post-tax Roth 401 (k) savings feature now offered by most plans. And only 10% used the after-tax contribution feature, which allows participants to make extra ...