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Retirement
When Should I Take My First RMD?
You may not be thinking about required minimum distributions (RMDs) throughout your career, but chances…
When Does the RMD Age Go Up to 75 Years Old?
For retirement savers preparing for required minimum distributions (RMDs), recent legislation has brought significant changes…
What Is the Tax Rate on 401(k) Withdrawals After Age 65?
Reaching age 65 doesn’t automatically change how the IRS taxes your 401(k) withdrawals. Instead, it…
Do 401(k) Loans Show Up on Your Credit Report?
A 401(k) loan does not appear on your credit report because it isn’t considered a…
I Have $1.1 Million in My 401(k). What Should I Do With It When I Retire?
Leaving the workforce changes many aspects of your 401(k), and once you retire you will…
Traditional IRA vs. Rollover IRA: Key Differences and Examples
If you have ever changed jobs or you have already started saving for retirement, you…
Should You Budget for a Mini-Retirement? Pros, Cons and Examples
A mini retirement is a planned, extended break from full-time work that’s taken before traditional…
State Tax on 401(k) Withdrawals: General Rules and Strategies
While federal taxes apply uniformly, the way states tax 401(k) withdrawals can vary widely. Some…
Does a Roth Conversion Count as an RMD? Retirement Tax Guide
When it comes to managing retirement income, taxes can be one of your biggest –…
How to Retire Early With a 401(k): Rules and Strategies
Retiring early with a 401(k) requires understanding how to access funds before the standard retirement…
Can You Change Your 401(k) Contribution at Any Time?
Your 401(k) plays a key role in helping you save for retirement, but life events…
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…
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