Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of widespread misinformation and confusion.

The United States Department of Labor (DOL) has released Field Assistance Bulletin 2025-01 (the Bulletin), providing ...

Generally, you should only make 401(k) withdrawals as you enter retirement, but there are certain situations in which you may do so earlier in life. Generally, withdrawing money from a 401(k) can take ...