With a short time left before 2025 comes to a close, year-end tax planning is all-important. Here are some areas to focus on.

401 (k)s are tax-advantaged retirement plans, and they're subject to IRS rules about when you can take money out of your ...

How much would you have by age 67 if you contributed $7,500 to your IRA every year starting at age 27? And is it enough to ...

So, what's wrong with maxing out your 401 (k)? Actually, a lot of things. For one thing, the contribution limits are really ...

More specifically, it is the full retirement age that is changing in 2026. Technically, you can start claiming retirement ...

Americans will be allowed to contribute more of their money to 401(k) and similar retirement saving plans next year.

For the past 24 years, workers age 50 or older have been able to supercharge their 401(k) accounts by making “catch-up” contributions as they approach retirement. But new rules from the IRS will ...

Amanda Otter was used to her 401(k) balance fluctuating with the markets. But when she logged into her account one day, she discovered the value was down for another reason: some of her retirement ...

SECURE Act 2.0 introduces new rules applicable to 401(k) plan catch-up contributions that will take effect in 2026. This Alert provides a brief explanation of catch-up contributions and actions which ...

A popular tax break for workers nearing retirement age allowing them to make extra catch-up contributions is changing next year, which will limit access to some high earners. The IRS issued new ...

Saving for retirement is one of the smartest things you can do for your future, but choosing between different retirement accounts can sometimes feel overwhelming. Two of the most common options are ...