In this article, we’ll walk you through a variety of legal options to waive taxes on a 401(k) withdrawal and keep more of your savings in your pocket. Explore More: 4 Unusual Ways To Make Extra ...

The stock slump has hit 401(k)s hard in recent days. But even without a company match, contributing to a 401(k) can still be ...

An early withdrawal is typically subject to ordinary income tax and a tax penalty. However, some good news: changes to the retirement plan withdrawal rules are taking effect due to the SECURE 2.0 Act.

Roth 401(k)s allow you to contribute after-tax dollars, but then you can accumulate tax-free investment growth and take tax-free withdrawals after age 59 1/2 from an account at least five years old.

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation.

With many federal employees unexpectedly losing their jobs, now is a good time to review some essential tax rules.

If you want to make a second Roth IRA contribution within a single year, you still have time -- as long as you make the ...

This article delves into strategies to optimize retirement withdrawals in Canada most tax-efficiently. A well-planned retirement withdrawal strategy can help maximize your after-tax income ...