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

A new report from Morningstar recommends the safe withdrawal rate for retirees in 2025 is a mere 3.7% — a significant ...

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

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

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 ...

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.

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

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Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals.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 ...

Cosatu advocates for increased access to pension funds under the two-pot retirement system, aiming to help workers manage ...

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