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

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

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

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

Here’s a retirement spending strategy that offers a realistic balance between frugality and outliving your savings by ...

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

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

The 4% rule is based on a common retirement investment mix -- a 50/50 split between stocks and bonds. This asset mix is ...

Will you be 73 years old (or older) at any point in 2025? If so, you'll soon be withdrawing some money you may have in a retirement account. The IRS requires it. It's called a required minimum ...

Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.

Retirement often feels far off for adults in their 30s and 40s, making it easy to put off saving. But once you hit your 50s, ...

Taking money out of a Roth individual retirement account without triggering income taxes or penalties is trickier than you ...