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 ...

There are five main choices for the self-employed or small-business owners: an IRA (traditional or Roth), a Solo 401(k), a SEP IRA, a SIMPLE IRA or a defined benefit plan. Many, or all ...

If you have a tax paper from someone other than your employer, you may have received a 1099. But what does the form mean, and ...