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Browsing Tag

401(k) plans

14 posts
PPersonal finance
401(k) rollover to an IRA: Fees, risks and mistakes to avoid
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401(k) rollover to an IRA: Fees, risks and mistakes to avoid

  • August 24, 2026
Millions of people roll money from a workplace retirement plan to an individual retirement account each year —…
PPersonal finance
Retirement income: Why a mix of investments, annuities may beat 4% rule
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Retirement income: Why a mix of investments, annuities may beat 4% rule

  • July 29, 2026
Today’s workers entering retirement face one big dilemma: What is the best way to turn their nest eggs…
PPersonal finance
How Much Is the Average Social Security Check in 2026?
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How Much Is the Average Social Security Check in 2026?

  • July 10, 2026
The size of your Social Security check depends on your work history, lifetime earnings, retirement age and the…
PPersonal finance
Most IRA money comes from 401(k) rollovers, not contributions
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Most IRA money comes from 401(k) rollovers, not contributions

  • June 28, 2026
Kathrin Ziegler | Digitalvision | Getty Images Individual retirement account assets dwarf those of 401(k) plans. IRAs held…
PPersonal finance
Fidelity: Average 401(k) balances fall due to market volatility
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Fidelity: Average 401(k) balances fall due to market volatility

  • May 28, 2026
Financial pressures pushed more savers to tap their retirement accounts in the first part of 2026, new data…
PPersonal finance
Trump said $465,000 in retirement savings is 'rich.' Is it?
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Trump said $465,000 in retirement savings is ‘rich.’ Is it?

  • May 4, 2026
President Donald Trump holds up an executive order during an event in the Oval Office of the White…
PPersonal finance
Maximize your wealth with these tax strategies
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Maximize your wealth with these tax strategies

  • March 30, 2026
Morsa Images | E+ | Getty Images To maximize wealth, Americans should look beyond smart investments and embrace…
PPersonal finance
Retirement balances are up, but more workers took hardship withdrawals
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Retirement balances are up, but more workers took hardship withdrawals

  • March 4, 2026
In his State of the Union address, President Donald Trump said “your 401(k)s are way up” — and they are, but…
PPersonal finance
What Gen Z trends say about the economy
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What Gen Z trends say about the economy

  • February 7, 2026
Actor Austin Butler attends the 16th Governors Awards at the Ray Dolby Ballroom at Ovation Hollywood in Los…
PPersonal finance
What investors need to know
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What investors need to know

  • January 11, 2026
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
PPersonal finance
Here are some of the biggest required minimum distribution mistakes
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Here are some of the biggest required minimum distribution mistakes

  • November 24, 2025
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
PPersonal finance
Private assets in 401(k)s could boost long-term performance. How some are already making it work
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Private assets in 401(k)s could boost long-term performance. How some are already making it work

  • November 20, 2025
Private equity and private credit may improve returns of 401(k) plans in the long term, if done right,…
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