Inheriting a 401(k) comes with a range of beneficiary rules that depend on the beneficiary's relationship to the account owner. Spouses generally have more options, including rolling the 401(k ...

Read on to learn what is a safe harbor 401k and why it might be a good fit for both small businesses and people who love the ...

VioletaStoimenova / Getty Images Even though it's funded with after-tax dollars, a Roth 401(k) account is not immune to taxes and penalties. That's why it's important to know the rules surrounding ...

Under the new rules for domestic abuse and personal expense ... allow long-term part-time workers to become eligible for 401(k) plans and require certain plans to automatically enroll eligible ...

There are significant changes to Roth 401(k) account rules to be aware of this year. These changes, brought about by the SECURE 2.0 Act, are designed to enhance the benefits of Roth 401(k ...

Is your 401(k) account balance above average or below average? This is a helpful thing to know because it can give you ...

However, the IRS gives people aged 55 an option to access their 401(k) penalty-free if they leave their jobs and want retirement fund access at 55. This "rule of 55" could save serious money if ...

Don't miss the April 15, 2025 deadline for 2024 IRA contributions, avoid penalties and leverage the 5-year Roth rule.

Early retirement is a goal for many people. And if you’re not a fan of your job, you may be hoping to leave it at a ...

Choosing between investing in a 401(k), IRA or taxable account comes down to your financial goals, ... [+] risk tolerance and financial situation. Determining whether you should max out your 401(k ...

One exception to the 401(k) early withdrawal penalty is known as the rule of 55, and it can allow you to take distributions from your 401(k) or 403(b) without having to pay a penalty. To use the ...