401(k)

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?

One approach to determine a retirement withdrawal rate is to set a fixed percentage of their portfolio every year, says an expert. But there are other strategies, as well.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

Compared to lower earners, clients with moderate and higher incomes will owe more taxes on the distributions from tax-deferred accounts after they retire.

Many Americans affected by the partial government shutdown are tapping their retirement savings and taking other financial options.

In many ways, the restricted application is similar to the old file and suspend strategy, which was disallowed in 2016. However, there is one big difference.

Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.

Clients may want a new plan if there have been unfavorable changes to their old plans, they want more flexibility or because of a new illness.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.