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

Gen Z is making a surprising retirement mistake more often than boomers and Gen X—find out what it is and how to avoid ...

My husband is in his early 70s and I’m in my late 60s. We have $1.8 million in retirement savings. We moved out of New York ...

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

Any time you take an IRA or 401 (k) plan withdrawal before turning 59 and 1/2, you risk a 10% penalty. Plus, by removing that ...

The report, which includes modelling of a range of scenarios, found someone who started contributing to KiwiSaver in their ...

A 401(k) hardship withdrawal refers to the process of taking out funds from your 401(k) account due to immediate and severe financial need. These withdrawals, however, are subject to income tax, and ...

Everyone's retirement situation differs and there's no paint-by-numbers guide to pulling money in a foolproof sequence.

“KiwiSaver is helping thousands of New Zealanders take that first big step into home ownership,” says Fiona Mackenzie, Managing Director of ANZ Investments. “Over the past 12 months, just over 9,200 ...

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 ...

Keep reading as we explore some of the ways AI can help you prepare but also hurt you as you work your way toward retirement.