Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of exceptions—including some new ones. Here’s the latest. One source Americans consider ...

There are many different tax-advantaged retirement accounts, but the alphabet and number soup can be confusing. Some of those ...

Whether your retirement plan is to save just enough to live frugally, or you have far more lavish retirement goals, it's important to start investing for your post-career life as soon as possible. To ...

Survey data shows how retirement savings differ by age, including how many Americans have accounts and how much they’ve saved. See how you compare to others your age.

As you progress through your career, you may accumulate multiple retirement accounts from different employers, including 401(k) plans, IRAs or other investment vehicles. As a result, you may end up ...

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

Health savings accounts (HSAs) weren't intended to be retirement accounts, but they're good homes for your savings. They offer similar tax benefits to traditional IRAs, plus tax-free withdrawals for ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. An essential part of retirement planning is knowing how ...

Part 2 of a series explaining how, evidence to the contrary, most Americans, most journalists and most policymakers believe the U.S. retirement system is failing. Drawn from The Real Retirement Crisis ...

At least $1.7 trillion languishes in lost or forgotten 401(k) accounts, with an average unclaimed balance of $56,616. Those 29 million idle accounts represent one quarter of all assets held in 401(k) ...

Retirement account balances dipped in the first quarter due to stock market turbulence. Still, people kept socking away money for their retirement, according to new data from Fidelity Investments. The ...

Adults 50 and older are allowed to save much more than their younger counterparts in their retirement accounts. The Rule of 55 helps you skirt the 10% early withdrawal penalty on your 401(k) from your ...