Learn 401(k) hardship withdrawal rules, qualified reasons, penalties and alternatives. See if you qualify and how it impacts ...

Learn what a hardship withdrawal is, who qualifies, how it’s taxed and smarter ways to handle financial emergencies without draining your 401(k).

Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to make your withdrawals. However, as the following scenario will show, a good ...

Discover options like SEPP and hardship withdrawals for accessing 401(k) funds when unemployed, and learn how to avoid penalties and manage taxes.

There are currently 41 states and Washington, D.C. that do not tax Social Security benefits. The remaining nine states that ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...