High earners aged 50 and over will face new rules requiring 401(k) catch-up contributions in 2026. These contributions must be made on a Roth basis rather than pre-tax.

As prices and inflation continue to rise, planning ahead for retirement has become even more important. But how can people assess their eventual costs and ensure they don't exceed their sources of ...

I am a 43-year-old divorced father. I have $315,000 in a traditional individual retirement account (IRA), $90,000 in a Roth ...

Rolling your 401 (k) into an annuity might sound like a safe, conservative move, but it can be risky if you don’t think it ...

For plenty of people heading into retirement, the question is simple on paper but terrifying in reality: what happens to that 401(k) you've been building for decades? At 68, just one year away from ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

I once read somewhere that there are three types of people: those who only save, those who never save and only splurge, and ...

The IRS has clarified some questions surrounding new catch-up contribution rules for retirement savings plans.

Leaving a 401(k) at a former employer can shrink your nest egg. These steps could help protect your retirement and boost ...

Thinking about rolling over your 401(k) to an IRA? Learn five key questions to ask first—covering taxes, RMDs, company stock, ...

A recent analysis by Morningstar found that people not participating in defined contribution plans were at greater risk of ...

If you have already hit the ceiling on your 401(k) contributions this year, you are in rare company. In 2025, workers can ...