Retirement planning

Early withdrawals from retirement investments can trigger a hefty penalty.

Early withdrawals from retirement investments can trigger a hefty penalty.

The average balance in Fidelity’s survey is a record $92,500. For workers with the same employer for 10 years, it’s a quarter-million dollars.

Contractors and freelancers are not putting adequate planning into their post-work years.

A new report calls the plans a win-win by enhancing savings for workers while reducing money spent on public safety-net programs.

Plan participants should know how to roll-over their 401(k), says Retirement Clearinghouse’s Spencer Williams.

Clients should consider moving to a state that does not tax ordinary income, Social Security benefits or pension payouts.

A new report calls the plans a win-win by enhancing savings for workers while reducing money spent on public safety-net programs.

One of the biggest mistakes that can be made is starting off by simply accepting the service provider’s form service agreements, says benefits lawyer Carol Buckmann.

First-time home buyers can withdraw as much as $10,000 from a Roth account without paying taxes and penalties if the account is at least five years old.