A 52-year-old engineer pulled $18,000 from his 401(k) for a home down payment, confident a well-known IRS exception would ...

The financial services company bluntly explains a critical approach to retirement investing.

Other tax repercussions crop up down the road because balances build up, and RMDs get complicated ...

Addressing the widespread anxiety American workers feel over whether their retirement savings and investment strategies are ...

Individuals who are age 50 or older will soon have new opportunities to save more for retirement. The SECURE 2.0 Act brings changes that will allow for higher catch-up contributions to retirement ...

Fidelity's Gen X retirement data reveals how much the average worker has saved, but the more important question is whether ...

The employer-sponsored retirement account is a great way to save money, but common mistakes can cost you.

As part of the Secure Act, most adults who inherit a 401(k) from a parent must take the money in 10 years. Depending on your financial position and life stage, this could complicate your tax situation ...

The IRS will announce official 2027 retirement plan contribution limits in late October or November, but projections are already available.

Anthropic filed to go public, but millions of retirement savers may have already bought in without realizing it. Three ...

More 401(k) investors are handing the wheel to target-date funds and advisors. The convenience is clear—but the trade-offs ...