The IRS has released new guidance on retirement plan distributions, clarifying early withdrawal exceptions and required ...

If you’ve been saving for retirement, you’ve probably wondered: when can I actually take money out of my 401(k) without paying penalties? The IRS has very specific 401(k) withdrawal rules, and ...

Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...

Workers should know about these six 401(k) tax rules that can affect how much they'll pay in taxes both now and in retirement ...

Several IRS changes take effect in 2026, including higher retirement contribution limits, tax adjustments, and more. Here's ...

Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in retirement. Should you decide to leave your job you might be wondering if it's ...

The Trump administration's proposal to let you tap your 401(k) for a house down payment already exists under current IRS rules. However, pulling money out comes with costly consequences.

Small 401(k) mistakes in your 70s can trigger taxes, penalties, and lost income. Here are nine common errors retirees should ...

Looking to maximize your retirement income? These states either don't tax retirement income or offer big breaks, helping your ...