High earners don't need to overhaul their investment strategy, but should revisit their retirement plan to understand how ...

Contributing after-tax dollars to a 401(k) might appeal to you if you'd like to be able to withdraw funds tax-free in ...

A new year raises an old, perennial question about how retirees should optimize the use of their retirement savings.

For years, private equity funds attracted institutional investors — pension funds, university endowments, insurance companies, sovereign wealth funds – ...

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

It's always a good idea to start thinking about retirement in advance.

This new rule will give families more flexibility by allowing some people to tap into their retirement savings early without the usual penalty, to help cover the cost of long-term medical care even ...

A large portion of employees withdraw their entire 401(k) balance when they leave a job rather than rolling it over to their new employer or another account, Vanguard found.

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

President Trump's first-term tax policies and how they affected 401(k) accounts can give clues on how current tax policies ...