The challenge grows if you’re retired or nearing retirement. You may have accumulated a large nest egg, and advisers may ...

Stock market crashes are unpredictable. Learn how to protect your 401(k) from a stock market crash and stay on track of your ...

I left my money in an underperforming fund in a brokerage I didn’t like because the alternative seemed too complicated.

For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be ...

Forgetting to take your first RMD by April 1 in the year after you turn 73 can result in a significant tax penalty. “If you skip an RMD, the penalty can be steep: a 25% excise tax on the amount you ...

After leaving a job where they contributed to a 401(k), retirement savers typically have four choices about what to do with the funds in the plan. They can roll the funds into an employer-sponsored ...

While rolling over a traditional 401(k) account has its quirks, rolling over a Roth 401(k) comes with a unique set of rules.

In general, 401 (k)s offer greater protection from creditors than IRAs. That's because 401 (k)s are governed by the Employee ...

Most taxpayers depend on the same basic data to file returns. If you have a job, your employer must provide both you and the IRS with a W-2 that details your earnings and taxes withheld for the prior ...

If life gets busy and you forget to roll over your 401(k) proceeds within 60 days, the entire amount will be treated as a taxable distribution, meaning taxes are due on the money that year.