President Trump will issue a plan next week for letting Americans tap their 401(k) retirement accounts for a down payment on ...

Donald Trump has proposed allowing Americans to use 401(k) savings for home down payments, a plan aimed at easing housing ...

The Trump administration proposes allowing Americans to use their 401(k) funds for home down payments as housing costs soar, ...

President Trump will issue a plan next week for letting Americans tap their 401(k)s for a down payment on a home, a senior ...

A forthcoming White House proposal to allow use of 401(k)s for down payments on home purchases would mean shifts in long-held ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

For decades, the 4% rule was considered a simple benchmark for retirement withdrawals. Developed in the 1990s by financial ...

Though not confirmed, that’s apparently the case according to a recent report. President Trump — as part of a broader Executive Order (EO) on home ownership and affordability — may seek to allow 401(k ...

There are limited exceptions. Taxpayers may withdraw up to $10,000 penalty-free from an IRA for a first-time home purchase, though income taxes still apply. That exception does not extend to 401 (k) ...

The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, ...

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.

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