Learn what a hardship withdrawal is, who qualifies, how it’s taxed and smarter ways to handle financial emergencies without draining your 401(k).

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to make your withdrawals. However, as the following scenario will show, a good ...

A major reason not to set your retirement plan on autopilot: sequence of returns risk. A flexible strategy with cash reserves ...

A lot of people think saving money for retirement is the hard part. Some actual retirees might tell you that’s the easy part.

In general, anyone with a tax-deferred retirement account must take withdrawals called required minimum distributions (RMDs) ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.