I’m still mad about it,’ says one taxpayer who was hit with a 10% penalty.

As 2025 begins, it’s the perfect time to hit refresh on your financial goals that you may have procrastinated over the past ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Maximize your savings by understanding Roth IRA withdrawal rules. How can you avoid tax penalties? Let your funds grow and ...

Can I withdraw my 401(k) if I get laid off? Learn your options, tax penalties and strategies to manage your retirement ...

When it comes to retirement, there are some longstanding rules of thumb many people rely on. Unfortunately, finance expert ...

Generally, you should only make 401(k) withdrawals as you enter retirement, but there are certain situations in which you may ...

Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals. Here are 3 ways to minimize ...

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

Research shows retirees hesitate to spend savings but readily use lifetime income. Here's what this means for you. In this ...

Discover how South Africans are navigating their savings with insights from Alexforbes' latest survey, revealing trends in ...