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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We've tracked this promise on penalty-free 401(k) withdrawals since President Barack Obama took office. It seems like it's time to stick a fork in it and declare it done. The measure, which Obama ...

Planning for retirement is a crucial aspect of financial security, yet many individuals make errors that can significantly ...

Once you establish a retirement account, such as an IRA or 401(k), you want to maintain your balances and obtain tax-free growth for as long as possible. When unplanned expenses arise, you don’t want ...

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

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

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

Tax planning when saving for retirement differs significantly from when the focus turns to spending down a retirement nest egg. When saving, especially during one’s peak earning years, deferring as ...

You probably know that taking money out of your retirement account before age 59.5 will probably trigger early distribution penalties. But did you know that there are others? Here are the top three ...

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