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

During challenging financial times, people often consider withdrawing money from their 401(k) plans. Balances in 401(k) plans are deceiving. They are not like checking accounts where what you see is ...

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 ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

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

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

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

This Redditor is concerned about how to handle early 401(k) principal withdrawals. Unfortunately, it seems like they have been given some bad information. There is plenty of confusion over what can be ...

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