401k

Up to $10,000 in Roth IRA earnings can be withdrawn free of taxes and penalty, along with contributions, for a home purchase if you meet certain requirements.

President Joe Biden is expected a propose a higher capital gains tax this week. About 3 in 4 stock investors would be shielded, according to a UBS report.

President Joe Biden pledged to halve U.S. greenhouse gas emissions by 2030. The administration’s climate agenda could be a tailwind for ESG investors.

Due to 2019 legislation, your options for handling an inherited 401(k) or IRA now largely depend on your relationship to the person who died.

A market correction can be a good thing for long-term investors, according to financial expert Suze Orman. Here’s how to prepare for the worst.

President Joe Biden is expected to propose higher taxes on the wealthy. That may make Roth conversions a better idea this year.

If you withdrew money from your 401(k) or IRA for reasons related to Covid, you’re required to include at least a portion of taxes due on your 2020 return.

The new $1,400 stimulus checks are based on your adjusted gross income. Leveraging certain retirement savings strategies may help you snare a payment.

If your retirement savings is in a traditional 401(k) or IRA, don’t forget the United States government owns a portion of the balance you see. 

Given a rebounding economy, government aid flowing to taxpayers and the pace of Covid vaccinations, how should investors play the rest of 2021?

The Labor Department hasn’t taken enough steps to safeguard 401(k) data and savings from cyber criminals, according to the Government Accountability Office.

The Biden administration won’t enforce a Trump-era Labor Department rule that made it harder to use environmental investments in 401(k) plans.

If your employer’s 401(k) plan allows it, it can be worth the money to hire your own advisor, putting you in an ideal position to optimize your retirement plan.

Money managers are pushing the Biden administration to scrap a rule that would curb use of ESG funds in 401(k) plans, according to The Wall Street Journal.

If you took money from your retirement account for Covid-related reasons last year, there are reporting and tax-payment requirements for your 2020 return.

About half of American workers don’t have an employer sponsored 401(k) plan. Here’s who gets left behind, contributing to the U.S. retirement crisis.

Like millions of Americans, you’ve probably made some New Year’s resolutions. Now you need to figure out how to keep them.

You still have time to set the stage for a fresh financial start in 2021.

Some 9% of 401(k) plans have cut contributions to employees or are considering doing so to save costs during the Covid pandemic, according to a new survey.

If you’re like many Americans, your relationship with money could use some more attention. Staying in the dark will cost you.