Qualified distributions are allowed at age 59½, but an exception may allow you to make a penalty-free withdrawal ...

Changes to the information on 401(k) statements beginning this quarter could see millions of working Americans suddenly looking at their retirement income in a new light. Statements are set to include ...

The 401(k) has been a remarkable success in getting Americans to save for retirement. How are you doing with yours?

Your 401(k) passes to the person you name on a beneficiary form—not through your will. Spouses and non-spouses face different rules and tax implications when inheriting a 401(k). Forgetting to update ...

You look at your 401(k) statement and see a solid balance, just sitting there. Then you look at your credit card bill and see the 20-plus percent interest adding up … and up. You might be tempted to ...

A $400,000 401(k) does not follow the will. It follows the beneficiary form. For a surprising number of account holders, ...

Discover how contributing to both a 401(k) and IRA can diversify your retirement savings and maximize tax benefits while ...