The Rule of 55 lets you access your 401(k) retirement funds early. When paired with other strategies, it could help you kiss ...

Learn the 401(k) early withdrawal penalty rules, exceptions and smart ways to avoid taxes and fees so you can protect your retirement savings. Here's more: ...

Editor’s note: This article is part 10 of a series on how to retire early and the FIRE (Financial Independence, Retire Early) movement. Part one is How to Retire Early in Six Steps. To see all early ...

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

New IRS rules require high earners to make Roth catch-up contributions. Learn who’s affected and how it could impact your ...

A required minimum distribution is money that must be taken out of a retirement savings plan. More specifically, RMDs are the minimum amounts that must come out of given retirement plan accounts each ...

A new rule issued by the IRS will alter how higher-income Americans approaching retirement can save in their 401(k) and other tax-deferred workplace retirement plans. The regulation comes from the ...

Catch-up contributions allow people aged 50 and up to contribute more to their workplace retirement accounts. For 2025, the ...

You've spent decades contributing to a tax-advantaged retirement savings account. Now, for one reason or another, you want to ...