14 Jul Is this 401(k) withdrawal tax-free because of the CARES Act?
Withdrawals from retirement plans before 2020 don't get special treatment. ...
03 Jul I’m retiring. Should I move my 401(k) to an IRA?
Moving money to an IRA can give you more choices and fewer fees. ...
02 Jun Can I convert my 401(k) to a Roth IRA to save on taxes?
You have to take two steps to convert a 401(k) to a Roth. ...
07 Jan Should I stop 401(k) savings to pay off credit card debt?
How to balance your goals is one of the toughest things to decide....
26 Dec Should I roll my 401(k) into an IRA?
Understanding what it means to roll over your 401(k) account. ...
10 Dec I wife and I disagree about risky investments. What next?
It takes negotiation and a long-term outlook to make things right....
21 Oct How much can we save in a 401(k) plan?
Your employer can offer extra after-tax savings, but not all do. ...
19 Sep I’m a union employee. Is this savings plan good?
Put together a retirement plan with multiple resources. ...
13 Sep How can I find out about my husband’s 401(k)?
Here are some strategies to open up the conversation. ...
15 Aug Is it a mistake to take Social Security and leave my 401(k)?
You'll get a larger benefit if you can delay taking Social Security....