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

Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.

Workers 50 and over can make catch-up contributions in their retirement plans. Beginning next year, higher earners will only ...

If you're thinking of filing at 65, confirm your FRA, compare payouts at different ages, fix your earnings record, and plan ...

Investors should not make decisions about their portfolio based on a feared downturn in the S&P 500 SPX. You will see arguments for and against whether there is a big correction ahead. Instead, adjust ...

Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.