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 ...

Learn about 457(b) payout penalties. Rolled-over funds or other plan types can trigger fees. Avoid the 10% early withdrawal ...

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

When it comes to retirement planning, the word “planning” is really key, as you are hopefully thinking ahead about what your ...

Changing jobs and deciding what to do with the money in your current 401(k) plan can feel tricky. Your current employer may ...

The 401 (k) and its personal savings counterpart, the Individual Retirement Account, emerged in the 1970s as tools for ...

When you leave a job, what happens to your retirement savings? If you have a 401(k) or 403(b), personal finance expert Suze ...

Have an issue with your financial adviser or considering a new one? Email questions or concerns to [email protected].

It often pays to take advantage of a 401(k) plan when an employer offers one — especially if there’s a match involved. But ...

“Growth of assets in the DC system is hindered by the constant flow of money exiting the system as participants move money ...