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

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.

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

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 ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider before making a withdrawal to avoid tax and other penalties.

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

"If you take out $130,000 you’re going to owe approximately — let’s say just you and your husband make $60,000 a year…You ...

Q: Target-date funds tend to be great investments for an IRA, because if investors choose the target-date fund that fits ...