401ks
Latest
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Pension vs 401(k) Plans: Which is Better?
Choosing a pension vs 401(k) plan can be tricky. Here, we provide questions to ask to help guide you in your retirement planning.
By Adam Shell Last updated
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Three Ways to Supersize Your Retirement Savings
Don’t underestimate the power of taking advantage of your company’s 401(k) match, catch-up contributions and more.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Early 401(k) Withdrawals: Benefits, Risks and Alternatives
If you need money now and are thinking about tapping your 401(k) savings, you might want to consider other available options.
By Stephen B. Dunbar III, JD, CLU Published
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401(k) Withdrawal Penalty Rule Changes for 2024
Tax Rules More people are taking early emergency withdrawals from retirement savings accounts. New rules might offer some relief.
By Kelley R. Taylor Last updated
Tax Rules -
Tap an IRA Early, Delay Social Security
social security This strategy could lower your lifetime tax bite, let you collect higher benefits and extend the longevity of your portfolio.
By Susan B. Garland Last updated
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IRA vs Roth vs 401(k): Which Do You Pick?
All offer great tax breaks as you save for retirement. In addition, there are 403(b), SEP and SIMPLE plans and more. But don't worry. It’s hard to go wrong.
By Scott McClatchey, CFP® Published
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SEP IRA vs. Solo 401(k): Which Is Better?
Two retirement plans, the solo 401(k) and SEP IRAs, allow small business owners and the self-employed to save up to $69,000 annually.
By Donna LeValley Published
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Should You Convert a Traditional 401(k) into a Roth 401(k)?
If your company offers a Roth 401(k) you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli Published
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How to Roll Over a 401(k)
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
By Coryanne Hicks Published