No first-time buyer should be penalised for accessing their Lifetime ISA (LISA) savings to buy their first property ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to recover financially as quickly as possible.

While this sell system is designed to preserve the growth portion of a portfolio, it comes with a downside: Money can be ...

There is a two-step process under the SECURE 2.0 Act for increasing the age at which RMDs become necessary. Step 1: Beginning ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Take Fidelity Investments, which administers many of the nation’s 401 (k) holdings. A company statement explains that most plans—though not all—have the distribution rules outlined in documents such ...

Avoid costly tax mistakes with your IRA. Learn how skipping IRS Form 8606 cost one investor $50,000—and how you can protect ...

Withdrawing from your 401(k) or IRA may indirectly affect your Social Security benefits. Learn how to manage your retirement ...