Generally, workers have to wait until they are 59 1/2 ( or 55 in certain cases ) to take 401 (k) distributions penalty-free.

Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that ...

Numerous variables go into every retirement projection, making it an inexact science at best. This is why it always pays to allow for some wiggle room when it comes to forecasting your ...

Commissioner O’Malley estimated that some 40% to 45% of current Social Security workers are already retirement-eligible. These employees are particularly likely to say goodbye. They are being offered ...

Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, experts say.

Premier client service requires us to understand a client’s full perspective, especially when providing retirement advice. What are they focused on in that moment? Why are they interested in ...

Nearly half (47%) of U.S. private-sector full-time and part-time workers over age 18 — or more than 59 million people — do ...

Mayor John Whitmire says City of Houston employees should expect citywide restructuring and offered a one-time retirement ...

As a business owner, a cash balance plan is an amazing way to reduce your tax liability and play catch-up for retirement. How ...

In a recent decision by the U.S. District Court Northern District of Texas, Judge Matthew J. Kacsmaryk ruled that the U.S. Department of Labor’s ...

Since March 2024, at least 10% of employees had reviewed a video, and some have reviewed all five, according to the company's ...

As USAID funding dries up, many employee-owned contractors face bankruptcy, putting workers' jobs, health insurance, and retirement savings at risk.