There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

A 401(k) plan is a tax-advantaged retirement account offered by many employers. There are two basic types—traditional and ...

Retirement planners often debate whether to max out a 401(k) or prioritize a Roth IRA. A mathematical analysis reveals that, contrary to popular advice, maxing out a 401(k) before investing in a Roth ...

If you're a new investor, you have several decisions to make. For example, you must determine where to invest. Ideally, you want an investment vehicle that allows your money to grow steadily over time ...

You don't have to do anything with your old 401 (k) funds, but moving them to a new account might be better for you long term ...

High earners don't need to overhaul their investment strategy, but should revisit their retirement plan to understand how ...

Changing jobs and deciding what to do with the money in your current 401(k) plan can feel tricky. Your current employer may allow you to leave it where it is, or you can roll it over into your new ...

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people: ensure you have enough saved to have as financially stress-free of a ...

In the current volatile economy, it may not be surprising if clients want to raid their retirement savings before age 59½. It’s never a good idea, experts say, but if it’s absolutely necessary, there ...