If a participant rolls over ineligible amounts to their IRA, it could create an excess contribution. Excess contributions ...

A cheat sheet on contributing to, withdrawing from and converting 401(k)s, traditional IRAs, Roth IRAs and other funds.

Responding to a recent call from a financial advisor in South Dakota, the ERISA consultants at the Retirement Learning Center (RLC) address whether a plan participant can skip required minimum ...

Taxes don't stop in retirement. They often become more complicated as you draw income from multiple sources, each with its own tax treatment. Social Security, retirement ...

Depending on your age and other factors, you might face a penalty if you tap into your IRA early. Find out when early ...

Contributing to an IRA is a smart move for retirement savings, but if you accidentally put in more than the IRS allows, you ...

Most Americans 73 and older won't have to worry too much about required minimum distributions (RMDs) again for a while. They ...

(k), IRA, or individual stocks? Learn which investment vehicle to prioritize for your retirement savings and financial goals.

(Note: The vast majority of withdrawals from a traditional IRA will trigger taxes.) If you don’t have any other options, then a 401(k) is one type of retirement plan that often allows loans.

You can find the distribution period using the IRS's Uniform Lifetime Table, or the IRA Required Minimum Distribution Worksheet if your spouse is the sole beneficiary and is more than 10 years ...

RMDs are minimum amounts that you must withdraw annually from your IRA or other retirement plan account. Did you know that, in most cases, you must start taking required minimum distributions ...