Fidelity’s new policy leaves some 401(k) customers locked out of accounts
PHOENIX (AZFamily) — Some Fidelity customers say they’ve been locked out of their 401(k) retirement accounts after the…
When 401(k)s Fail, Bring Out the Birkin? 1 In 10 Americans Think Luxury Handbags Are A Retirement Plan
Are Birkin bags the new 401(k)? A survey from the Teachers Insurance and Annuity Association of America found…
Gen Xers Are Facing Challenges As They Get Ready for Retirement
Gen Xers were born between 1965 and 1980, which means they are between 45 and 60 years old.…
My mom plans to spend all her money before she dies — leaving my brother and I nothing. Is she being selfish?
Wavebreakmedia/Envato Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Isabella…
‘Shadowy Markets Lack Strong Guardrails To Keep Your Money Safe’
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Sen. Elizabeth…
Older Workers Are Losing a Tax Break in 2026 — but Gaining an Opportunity
A lot of people struggle to save well for retirement earlier in life. In your 20s, you may…
Shutdown Stalls SEC Work on Private Credit in Retirement Plans
The month-long government shutdown is delaying the Securities and Exchange Commission’s work to make it easier for 401(k)…
Phoenix in Asset Manager Tie-Up Talks to Boost Pension Deals
Phoenix Group Holdings Plc is in talks to partner with an alternative asset manager for its UK pension…
A new rule means some 401(k) contributions will no longer be tax-deferred. Here’s who will be affected
Staring next year, the highest-earning 401(k) participants who are eligible to make “catch-up” contributions will no longer be…
Gen Xers are the least confident that they’ll reach their retirement goals — what’s holding them back?
Generation X — the now middle-aged former latchkey kids who spent much of their childhoods unsupervised in front…
Young Aussie hoping to be ‘work optional by 40’ seizes on micro-retirement trend despite $105,000 super risk
Melbourne woman Zara Lim recently took an 18-month micro-retirement to travel around Europe and Asia. (Source: Supplied) A…
The average 401(k) balance by age: See how you compare
Depending on age, the average 401(k) account balance ranges between roughly $7,000 and $300,000, but median balances are…