The Medicare Enrollment Timeline
The Medicare enrollment timeline is the critical window of time when you can sign up for coverage without facing penalties that could last your entire...
What Happens to 401k When You Quit
When you quit your job, your 401(k) account remains yours to keep—you don't forfeit it simply by leaving your employer.
Convert 401k to Roth Ira
You can convert a 401(k) to a Roth IRA through a process called a "rollover," which moves funds from your employer-sponsored retirement plan into a Roth...
$9.5 Billion in 401(k) Balances Are Left Behind Each Year When Workers Change Jobs
Workers routinely forget about thousands in retirement savings when changing jobs, allowing millions of dollars in 401(k)s to sit dormant annually.
401k Catch Up Contribution
A 401k catch-up contribution is an additional amount of money you can put into your retirement account once you reach age 50, allowing you to save more...
When Can I Withdraw Without Penalty
You can withdraw from most retirement accounts without penalty once you reach age 59½, though this is just the starting point for penalty-free withdrawals.
What is Employer 401k Match
An employer 401(k) match is free money your employer contributes to your retirement account based on how much you contribute yourself.
Max Out 401k or Pay Off Debt
The choice between maxing out your 401(k) and paying off debt is not an either-or decision for most people—it's a both-and situation that depends on your...
How Much to Put in 401k
The straightforward answer is: you should contribute at least enough to capture your employer's full matching contribution, which typically ranges from 3...
60 Million Social Security Recipients Face Debit Card Policy Updates
Social Security switches debit card providers this summer, affecting 3.6 million recipients—here's what changes and what stays the same.