Learn the 401(k) early withdrawal penalty rules, exceptions and smart ways to avoid taxes and fees so you can protect your ...

A Roth IRA is one of the most powerful ways to build tax-free income for retirement, but understanding the Roth IRA withdrawal rules is what keeps those benefits intact. The short answer: you can ...

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

See how your savings stack up against typical Americans your age—and discover smart strategies for strengthening your retirement readiness.

Currently, those over the age of 55 can take 25 per cent of their pension pot tax-free up to a £268,275 cap. There are ...

A popular tax break for workers nearing retirement age to make extra catch-up contributions is changing next year, which will limit access to some high earners. The IRS issued new regulations last ...

There is speculation that the government will reduce the size of the tax-free lump sum that retirees can withdraw from their ...

Older Australians who stop working but fail to inform their super funds of their retirement are paying 15 per cent tax on their super.

A 401(k) loan could help you avoid the taxes and penalties that come with early 401(k) withdrawals. Employers have discretion about whether to allow 401(k) loans. A 401(k) loan may set your retirement ...

It’s human nature to wait until the last minute rather than plan ahead—perhaps especially when it comes to retirement planning. There’s always plenty of other excellent uses for your money, until ...

Millions are reassessing their retirement plans as shifting rules, reviews and looming deadlines reshape when income from the state will begin. Timetables ...

First, let’s review the options for a spouse who inherits an IRA. The two main avenues are rolling the money over into an IRA in the inheritor’s own name or transferring the assets to an inherited IRA ...