Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

Experts agree that a 401 (k) is one of the best ways to save for retirement. With a 401 (k), you get both tax advantages and ...

Carl Carlson, founder and CEO of Carlson Financial, visited Eye on NE Kansas to walk through the decisions people need to ...

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

Legislation has been reintroduced in the House of Representatives that would require businesses to pay at least 50 cents into an employee’s retirement savings plan for every hour worked.

As your retirement savings in a traditional 401(k) grow over decades of working, you may feel an increasing sense of financial security. And that is good. You're doing what you've been told to do: ...