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

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

Key Takeaways Borrowing or withdrawing from your 401(k) leads to missed potential market returns.A withdrawal or loan reduces your investment base, forfeiting decades of compounding growth.Recovery ...

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

You probably know that you need to be 59 1/2 years old to take withdrawals from your 401(k) or IRA without incurring a 10% ...

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

Thirteen U.S. states do not tax retirement income in 2026, offering major savings for retirees. Nine states have no income ...

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

If you're debating how much money to contribute to your 401(k) plan each year, we walk through the several considerations you ...

It’s important to recognize that 401(k) withdrawals in retirement are taxable. Increasing your taxable income could also mean facing taxes on Social Security and higher Medicare premiums. A Roth 401(k ...

Workers should know about these six 401(k) tax rules that can affect how much they'll pay in taxes both now and in retirement ...