Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...

ICI’s research shows that individual retirement accounts are a significant component of U.S. households’ retirement planning.

Socking away money for retirement is something that’s top of mind for many people. Here's what to know about traditional and ...

Members of the U.S. armed forces qualify for special tax breaks, which can offer unique financial planning opportunities, ...

A little confusion over something that's seemingly simple can end up taking a costly toll when not handled properly.

If you’ve inherited an individual retirement account, costly mistakes could shrink your balance. Here’s how to preserve your ...

Financial security in retirement is a goal worth pursuing, but it’s one that a significant percentage of individuals feel is ...

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...

The House Ways and Means Committee approved a plan to make distributions of up to $29,200 a year from an Individual ...

Holding mutual funds, stocks, or ETFs in taxable accounts? You might face a surprise tax bill. Here's how to minimize the ...

Investopedia researched the best solo 401(k) accounts, analyzing features like investable assets, costs, customer support, ...