The bipartisan bill seeks to update the notice with “plain and concise language” regarding retirement plan distribution ...

A complex situation recently emerged involving an inherited 401(k) plan worth $300,000. This case highlights the challenges ...

Put your money where your menu is. All the talk of financial wellness, retirement income, and auto this and that too often blurs an essential 401(k) function—where and how to maximize contributions ...

That includes reviewing your 401(k) plan if your employer offers one. If you want to get the most out of your 401(k) account, you obviously need to contribute money of your own. But you also need ...

Last Thursday was the day legendary volleyball coach John Cook came to Nebraska Athletic Director Troy Dannen with two words: “It’s time." Sam McKewon breaks down how the AD kept ...

Move assets from an old 401(k) plan into a new IRA account without incurring fees or penalties from the IRS. The best places to rollover 401(k)s offer simple transfers with minimal paperwork and ...

Financial experts all agree that the sooner you start saving, the better. Retirement savings accounts offer long-term wealth-building features like compounding, tax advantages, and retirement ...

You can wait to see what the company will do, or you can roll over your funds into an individual retirement account (IRA). 401(k) retirement plans may be frozen by a company’s management ...

In the final days of the Biden administration, the U.S. Department of Labor quietly released an online tool to help millions of Americans more easily track down lost or forgotten retirement accounts ...

In recent weeks, I have spent a lot more time discussing retirement investment ideas. This includes articles like "The Near-Perfect Retirement Dividend Portfolio" and "If I Were 65, I'd Buy These ...

Health savings accounts (HSAs) weren't intended to be retirement accounts, but they're good homes for your savings. They offer similar tax benefits to traditional IRAs, plus tax-free withdrawals ...

But if multiple financial pressures collide—or if you have no savings at all—you could be tempted to tap your retirement money. It’s yours, isn’t it? And it’s just sitting there?