The account you plan to leave your kids could quietly hand the IRS a larger cut than if you spent it yourself, and the math ...

Starting Social Security should feel like a raise, but for retirees with large traditional 401(k) accounts, the first year of ...

If you are 50 and earning more than $150k, your 401k tax rules have changed. Financial advisor Jason Matthews explains how you can navigate those changes.

Draining a seven-figure retirement account on purpose sounds reckless, but for some retirees it unlocks a Social Security ...

For decades, one of the safest retirement planning options offered by companies in the U.S. is a 401(k). A 401(k), named after a section of the Internal Revenue Code, is a tax-advantaged, personal ...

Using Vanguard's latest report on how America saves, I break down the average and median 401k balance for every age group, then compare them to the salary-based targets from Fidelity. I also cover the ...

The Platinum 401k is a nationally recognized leader in Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs). The company's deep expertise in ERISA 3(16) compliance and scalable retirement ...

Whether salaried or self-employed, we all need to be socking money away for retirement. Salaried workers are probably familiar with the 401k or 403b plans available to them. Many self-employed folks, ...