Learn the 401(k) early withdrawal penalty rules, exceptions and smart ways to avoid taxes and fees so you can protect your ...

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Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

Generation Z adults range in age from 18 to 28, but they're already putting themselves in a financial hole by raiding their ...

Discover options like SEPP and hardship withdrawals for accessing 401(k) funds when unemployed, and learn how to avoid penalties and manage taxes.

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

As the largest wealth transfer in American history accelerates, many heirs stand to inherit more than just assets, they may ...

Many people aim to retire by 65, but that’s often not how it plays out. Nearly one in five Americans aged 65 and older is ...

A new report reveals that over one-third of U.S. workers have borrowed from their retirement savings, prompting warnings from ...

While an HSA is most commonly thought of as a way to pay medical expenses as they occur, it's much more than that. In fact, ...