Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black ...

Generally, you should only make 401(k) withdrawals as you enter retirement, but there are certain situations in which you may do so earlier in life. Generally, withdrawing money from a 401(k ...

The average person in the 55-64 age group has about $245,000 in their 401(k). This isn’t likely to be enough to create enough retirement income. The caveat is that this is just how much they ...

Rolling your old 401(k) over into an IRA can give you more control over your investments. Here's a list of the best places for an IRA rollover. Many, or all, of the products featured on this page ...

When it comes to saving for retirement, setting aside money early in your career is generally the best approach. That money has more time to compound and grow than money you save when you’re older.

In this article, Dr John Bristow of the Overberg Geoscientists Group writes about a centenary of diamond prospecting and mining along the West Coast of South Africa and the legends that shaped the ...

It’s hard to hand over a big portion of your retirement savings when you’re old or getting there. Every fiber in your being shrieks “mistake.” And sometimes it is a mistake, as it was for ...

Equitable launched a 401(k) pooled employer plan for small and medium-sized employers, the firm announced Jan. 30. “We see broad applicability for our PEP” for businesses with $50 million or ...

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 ...

Analysis: One of the main factors driving the demand for micro-retirement breaks is the employee's desire to achieve a better work-life balance The workplace is not immune to the emergence of new ...

She is a FINRA Series 7, 63, and 66 license holder. 10'000 Hours / Getty Images In a 401(k) freeze, an employer temporarily halts all new contributions to and withdrawals from its 401(k ...

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 ...