Considering withdrawing from your retirement account to pay debt? Learn how this common mistake can impact your future and ...

You spent decades socking away money, watching balances grow, and planning for this moment. Saving for retirement felt safe, ...

That’s because of the required minimum distribution (RMD) law. Once you reach a certain age, you’re required to withdraw a ...

When times are tough and household budgets are under severe strain, taking cash out of your 401(k) plan can provide some relief. However, it’s best to be cautious, as there are specific rules related ...

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

Early withdrawals can shrink your 401(k) savings. See how to calculate the IRS 10% penalty, and learn about exceptions, SECURE 2.0 updates, and penalty‑free alternatives.

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

In 2022, the last year for which there’s data available, the average retirement savings balance for 65- to 74-year-olds was about $609,000, according to the Federal Reserve. Now stock market gains ...

There are innumerable retirement strategies that investors can take advantage of. Here are the pros and cons of Dave Ramsey's ...