The tax consequences of 401(k) rollovers depend on the option you pick ... as the participant will pay tax at ordinary income rates on the balance withdrawn. Participants younger than 59½ will ...

The inquiry focused on contributing to a pre-tax 401(k) instead of a Roth 401(k), with the intention of investing the tax ...

Earnings withdrawn from a designated Roth account are only tax-free if your spouse’s account was open for at least 5 years. o Traditional 401(K) money is fully taxed at your prevailing rate when ...

Like all financial decisions, retirement planning should be unique to your preferences, resources and needs. With pensions at a premium and the future of Social Security increasingly insecure ...

The TCJA also delivered tax relief for middle-income Americans by doubling the standard deduction and lowering rates for those who need it most, boosting retirement savings. In January ...

Retirement often feels far off for adults in their 30s and 40s, making it easy to put off saving. But once you hit your 50s, ...

Trump's 2017 tax bill is up for renewal this year. Here's what it means for your taxes and how to take advantage of low taxes ...

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

Maxing out a 401(k) can be a great way to build wealth for retirement. This workplace account allows you to make pre-tax ...

Paying taxes they don't have to pay for the prospect of lower taxes thirty or forty years in the future with all the uncertainty that entails.