Early withdrawals from your 401(k) may ease today’s cash crunch, but taxes, penalties, and lost compound gains can cost you ...

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's ...

For a 65-year-old staring at a lifetime of paychecks replaced by portfolio statements, the central question is not just "Did ...

How you make retirement withdrawals will affect your tax brackets. This can be a fairly complicated issue. Depending on which ...

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

This new rule will give families more flexibility by allowing some people to tap into their retirement savings early without the usual penalty, to help cover the cost of long-term medical care even ...

There are a handful of retirement accounts to choose from, with the most popular being a 401 (k). It's usually what comes to ...

If you have a roughly equal split of stocks and bonds, you may be safe to follow the 4% rule, which has you withdrawing 4% of your nest egg your first year of retirement and adjusting subsequent ...

The new change to catch-up contributions could mean you’ll have more taxable income in the next filing year. For ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

When you near retirement, the choices you make with your 401(k) retirement plan matter the most. This article explains the ...

(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.