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Retirement
What Is a Stretch Annuity and How Does It Work?
A stretch annuity lets a beneficiary receive inherited annuity payments over an extended period rather…
Do You Pay Taxes on 457(b) Withdrawals After Age 70?
If you are approaching retirement and have savings in a 457(b) retirement plan, you might…
Are Part-Time Employees Eligible for 401(k)s?
For years, many part-time workers were excluded from 401(k) participation, leaving them with fewer ways…
How to Build a Retirement Portfolio at Age 70
At age 70, retirement is no longer a distant goal—it’s your current reality. Whether you’re…
What to Do Six Months Before Retirement: Checklist
The final six months before retirement are some of the most important. During this window,…
5 Smart Money Moves to Make With Your RMDs
Once you begin taking required minimum distributions (RMDs) at age 73, you must withdraw a…
Can I Cash Out My 401(k) While Still Employed?
While some retirement plans allow in-service withdrawals, most discourage early access with penalties, taxes and…
Should You Take a 401(k) Loan for Home Improvement?
Using a 401(k) loan for home improvement may feel like an easy solution to unexpected…
Can a Child Collect the Pension of a Deceased Parent?
When a parent passes away, one of the biggest financial questions families face is whether…
How to Repay a 401(k) Loan After Leaving a Job
Unlike traditional loans, a 401(k) loan is tied to your employer-sponsored retirement plan. That means…
What Happens If You Default on a 401(k) Loan?
If you default on a 401(k) loan, the balance is usually treated as a taxable…
How to Avoid Taxes on a 457(b) Withdrawal: Strategies and Examples
Planning how and when to withdraw money from your retirement accounts can have a big…
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