A retirement savings plan is "qualified"—that is, eligible for governmental regulation and certain tax breaks—if meets the ...

Steep penalties are assessed by the insurer and sometimes by the IRS if you withdraw money early from an annuity.

changed more than 90 rules about IRAs and other qualified retirement plans. The changes are phased in over several years. Here are some key changes that take effect in 2024 or took effect in 2023.

Whichever type of qualified retirement plan you end up with, make sure you understand any rules associated with contributions or withdrawals, and talk to your company's HR department if you have ...

Editor’s note: This is part eight of an ongoing series throughout this year focused on helping older adults navigate the financial difficulties of gray divorce. See below for links to the other ...

Kupicoo / Getty Images In a divorce or legal separation, individual retirement accounts (IRAs) are divided using a process known as transfer incident to divorce, while 403(b) and qualified plans ...

The time of year when you retire can significantly impact your taxes. Say you decide to retire on July 1. For the first six ...

Here's a closer look at how this type of qualified retirement plan works and how it stacks up to the more common defined contribution retirement plans. Pensions: These provide retirement income ...

Income annuities offer a different route to retirement security. Instead of building the value of your savings, they provide a guaranteed monthly income which can be for life (the most popular option) ...

Your retirement plan should be changed after a divorce to reflect your personal goals, preferences and assets. A qualified domestic relations order is needed if you are to receive any money from ...

Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans ...