Withdrawing from your 401(k) or IRA may indirectly affect your Social Security benefits. Learn how to manage your retirement ...

If you’re contributing to a Roth IRA, you’re already ahead of the game. Roth IRAs are a retirement saver’s dream. These ...

A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to recover financially as quickly as possible.

Many Americans in their peak earning years worry about being able to afford retirement. Here are some strategies to make sure you have enough to retire.

In the case of an individual, theft losses stemming from scams through fraud and deceit are disallowed for tax years 2018 ...

The market's recent rebound and current bullishness is giving some retirees good reason to make these withdrawals as soon as ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Give due consideration to your asset allocation. That decision will have the ...

A taxpayer whose individual retirement account was paid to the government under a criminal court order did not have taxable ...

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

For 2024 (and tax year 2025), the maximum contribution amount to each account is $7,000 ($8,000 if over the age of 50). If you have excess cash to save towards retirement right now, or if you’re ...