A Roth IRA gives you tax-free growth and withdrawals in retirement. Take money out too soon, however, and you'll face income ...

You're allowed to take substantially equal periodic payments (SEPPs) from your retirement accounts, regardless of your age.

A traditional 401 (k) used to be the standard for retirement savings, but the Roth 401 (k) has surged in popularity in recent ...

A shocking 46% of Gen Z has withdrawn funds from their retirement accounts, according to a recent study from Payroll Integrations [1]. While 42% of Gen Z withdrawals went toward paying off debt, that ...

A recent survey found that 40% of employees report making early withdrawals from their retirement accounts. Financial ...

Many retirees focus only on filing their annual tax returns - but that may lead to costly mistakes. Ed Wright, a partner at Golden Reserve, explained why proactive retirement tax planning is essential ...

When their working days eventually come to an end, many retirees will think about the best place to spend their golden years. Not all states treat retirement income – such as pension payouts or ...

The goal of 529 plans is to make it easier to save for college. These tax-advantaged investment accounts allow you to save ...

The Emergency Relief for Federal Workers Act would clarify that lapses in appropriations qualify federal workers to take a ...

Your retirement income could trigger a Medicare penalty you didn’t even know existed.” Most retirees think of Medicare as a ...

From catch-up contributions to required distributions, federal employees face key ages that can shape retirement income, ...