Withdrawing your 401(k) early may offer a way out of a tricky financial situation, but early withdrawals generally come with consequences too. Discover More: 4 Unusual Ways To Make Extra Money ...

Depending on your age and other factors, you might face a penalty if you tap into your IRA early. Find out when early ...

Retirees receiving pension payments will also have to pay ordinary income tax. How much you'll owe depends in part on the tax ...

Converted Roth IRA funds are tax- and penalty-free after five ... heed all of its rules. Restrictions on Roth IRAs aren't as stringent as those on tax-deferred retirement withdrawals because ...

Unexpected expenses can catch anyone off guard, and if your emergency fund is running low, you might consider tapping into ...

The combination of the RMD rules on Roth 401(k)s and the five-year rule on Roth IRAs could leave some retirees in a spot where they had to either withdraw ... inherited IRAs after it passed ...

Once you turn 50, and especially after age 65, you may qualify for extra tax breaks. Older people get a bigger standard deduction, and they can earn more before they have to file a tax return.

Here's what college students need to know about filing taxes and how to make the most of some special tax benefits. Do College Students Need to File? The answer depends on their income and ...

I've been working past my full retirement age ... in a higher tax bracket after 73 and you successfully avoided a situation where you had to make withdrawals before 59 1/2 and, thereby, you ...

Here's what to know about the 4% rule in retirement ... simply determine their withdrawal rate by taking 4% of their portfolio value. “It doesn’t change year after year, aside from an optional ...

Discover how to retire in 10 years from a couple that is planning out their bridge years with Roth and traditional retirement plans.