The Rule of 55 lets you access your 401(k) retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.

For those of you who may be interested in retiring early, today's guest says there is a little known provision in the IRS ...

Editor’s note: This article is part 10 of a series on how to retire early and the FIRE (Financial Independence, Retire Early) movement. Part one is How to Retire Early in Six Steps. To see all early ...

Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

New IRS rules require high earners to make Roth catch-up contributions. Learn who’s affected and how it could impact your ...

Looking to make catch-up contributions now that you’re finally earning a good wage? There’s a new income test on the horizon.

A new rule issued by the IRS will alter how higher-income Americans approaching retirement can save in their 401(k) and other tax-deferred workplace retirement plans. The regulation comes from the ...

You've spent decades contributing to a tax-advantaged retirement savings account. Now, for one reason or another, you want to withdraw your money. Maybe a medical issue has pushed you into early ...

The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the ...