The rule applies to anyone who turns 55 or older during the year that they lose or leave their job. It doesn’t ...

As of this year, nine U.S. states don't collect income tax on retirees' income simply because these states don't impose ...

Employers are increasingly adopting provisions from SECURE 2.0, a federal retirement law passed in 2022, that may make it ...

This year, older workers will have ways to save more for retirement, spend less on medicine and see other ways to improve ...

If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement ...

Vanguard Group will pay more than $106 million to settle US Securities and Exchange Commission allegations that it made ...

However, it's possible to have too much of a good thing. Maxing out your 401 (k) could seem like a smart idea in theory, but ...

More people are setting cash aside for retirement and a big reason for the increased saving is auto-enrollment.

Learn the rules and strategies for inheriting a 401(k) as a non-spouse beneficiary, including tax considerations and ...

Here’s how to save for retirement without a 401 (k): An individual retirement account (IRA) is accessible to nearly everyone, ...

Retirement planning is no longer an easy task. Age, retirement plan options, taxes, and required minimum distributions (RMD) ...

For many employees, what to do with a 401 (k) plan at retirement has been a foregone conclusion: Roll it over.