Retirement planning

Time is running out to repay Covid-era 401(k), IRA withdrawals — and claim a tax refund

Retirement savers who withdrew money from their accounts in the early days of the Covid-19 pandemic may have just days…

Here are ways retirees can protect nest eggs during a stock market rout

The federal debt-ceiling standoff and the specter of a possible recession on the horizon may mean turbulent times ahead for…

Thanks to vesting schedules, it can take up to 6 years for workers to own their 401(k) match

A 401(k) match from an employer is often referred to as “free” money, and therefore one of the best ways…

3 ways to rethink old age and retirement, MIT expert says

The following is an excerpt from “This week, your wallet,” a weekly audio show on Twitter produced by CNBC’s Personal…

Investing isn’t free. But here’s why 20% of investors think it is

Death and taxes are, as Benjamin Franklin famously declared, two of life’s certainties. Investment fees may be a worthy addition…

Biden used first veto to save a 401(k) investment rule. Here’s what it does

President Joe Biden used his first veto to preserve a recent U.S. Department of Labor rule about investment choice in…

The racial retirement savings gap remains wide – How these state IRA programs are working toward equity

The income and wealth gaps between people of color and white households are wide, but state-run retirement programs are attempting…