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 ...

The retirement industry can still make big strides to help participants realize tax-advantaged strategies when taking plan ...

You may need to transfer your 401(K) if you change jobs or retire, but the process can be a headache. Here’s how to navigate ...

Remember that as you get closer to retiring, your retirement portfolio should be less risky. Consider safer investment ...

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I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan ...

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

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 ...