Learn what a hardship withdrawal is, who qualifies, how it’s taxed and smarter ways to handle financial emergencies without draining your 401(k).

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

Responding to a call from a financial advisor in Maryland, the ERISA consultants at the Retirement Learning Center (RLC) address whether a 403(b) plan’s “Universal Availability Notice” can be ...

IPERS logo Iowa Public Employees' Retirement System   Buy Photo "Wait an hour before swimming, or you'll drown." "Never ...

Explore the ins and outs of a 403(b) annuity rollover to an IRA, including its benefits, eligibility, tax implications, and ...

About 47% of Gen Z and 42% of millennials are on track for retirement. As for the boomers and Gen X, the percentage that are ...

Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

Some discussion of the retirement system for public employees has run off the tracks, so let's set things straight, writes .

Current reports six tips for retirement saving, emphasizing the importance of contributions, HSAs, automation, and starting ...

You can start drawing Social Security retirement benefits as early as age 62, meaning the oldest Gen Xers will become ...

America's 401(k) system leaves consumers at the mercy of financial services companies. One small upstart is tackling a giant ...

In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients.