401(k)

Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.

Tax cuts and other policies have stirred a stronger economy, but these results could mean vulnerable financial markets in the foreseeable future.

After listening to employee concerns over the company’s program, Benny Award winner Jodi Budnick made it her mission to upgrade the plan and help employees save more for their post-work years.

Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.

The ruling is a step in the right direction. But be warned: There are too many unknowns for companies to begin offering the program.

IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.

Republican lawmakers introduced legislation Monday that would make the 2017 tax overhaul for individuals permanent in a bid to highlight their signature economic policy achievement ahead of the November elections.

After listening to employee concerns over the company’s program, Benny Award winner Jodi Budnick made it her mission to upgrade the plan and help employees save more for their post-work years.

The ruling is a step in the right direction. But be warned: There are too many unknowns for companies to begin offering the program.

The guideline used a specific set of assumptions: a retirement lasting 30 years with savings in a tax-deferred account and nothing left for heirs. Change just one and your “safe” withdrawal rate may differ.