Retirement
Your 401(k) plays a key role in helping you save for retirement, but life events can affect how much you’re…
For years, many part-time workers were excluded from 401(k) participation, leaving them with fewer ways to save through an employer.…
At age 70, retirement is no longer a distant goal—it’s your current reality. Whether you’re newly retired or reevaluating your…
The final six months before retirement are some of the most important. During this window, you’ll want to fine-tune your…
Once you begin taking required minimum distributions (RMDs) at age 73, you must withdraw a set amount each year from…
While some retirement plans allow in-service withdrawals, most discourage early access with penalties, taxes and missed growth potential. Before making…
Using a 401(k) loan for home improvement may feel like an easy solution to unexpected expenses. After all, you’re borrowing…
When a parent passes away, one of the biggest financial questions families face is whether their children can receive any…
Unlike traditional loans, a 401(k) loan is tied to your employer-sponsored retirement plan. That means your repayment options and timeline…
If you default on a 401(k) loan, the balance is usually treated as a taxable distribution. This may result in…
Planning how and when to withdraw money from your retirement accounts can have a big impact on how much of…
Medicare premiums are based on taxable income and a sudden increase can raise your costs. So if you are considering…