Did you know that, in most cases, you must start taking required minimum distributions (RMDs) from your retirement accounts ...

Key Points With a 401(k), you could face an early withdrawal penalty for removing funds before turning 59 1/2. Under certain ...

Maxing out a 401(k) can be a great way to build wealth for retirement. This workplace account allows you to make pre-tax ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

There’s a trick among financial advisors that’s rarely discussed, and it can reduce the tax you pay on 401(k) distributions after retirement. It’s called variable life insurance. Discover ...

Are you going back to work after retiring? These are some of the financial strategies that can maximize your nest egg.

Understand options for inherited Roth 401(k)s, including rollovers and IRS rules. Tax-free growth strategies for mass ...

A hardship withdrawal is a one-time, fixed amount of money pulled from your 401(k), intended to cover what the IRS calls an “immediate and heavy financial need.” Compared with a 401(k ...