Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

The Secure 2.0 Act rolled out several changes to 401(k) retirement accounts. Here is a list of the biggest ones and what ...

Your savings rate is your biggest constraint when it comes to your retirement timeline. But retirement account rules also matter.

In 2026, Social Security, Medicare, and 401(k) policies saw notable adjustments that could impact retirees’ incomes and workers’ savings strategies. Changes include a 2.8% Social Security COLA, higher ...

Sometimes, changes in laws, tax policies, and even economic instability can affect 401(k) retirement plans directly or indirectly. During President Trump's first term, his administration made changes ...

Deciding what to do with your 401(k) depends on your financial goals, investment preferences, and the features of your ...

Most retirement accounts require withdrawals starting at 73, but Roth IRAs don't. Here's the catch — and how the rules may ...

More Americans are taking hardship withdrawals from workplace retirement accounts, prompted by rising costs — and looser ...