You spent years–even decades–contributing to your company’s 401(k) retirement plan. Now, it’s time to withdraw those funds so you can use them. Typically, money taken from your employer’s retirement plan is transferred directly into a rollover IRA to avoid being immediately taxed. Sure, when the time comes, it’ll be taxed as ordinary income, but that can be tomorrow’s problem.

Discover 4 smart wealth management strategies to consider during a crisis—from updating financial plans and reassessing risk tolerance to protecting your family and enhancing charitable giving.

Facing a layoff before retirement? Discover 3 essential steps to protect your finances, reassess your retirement plan, and stay on track toward long-term security.

When considering the unfortunate reality that about 50% of marriages end in divorce, many people who are at or nearing retirement find themselves in the position of figuring out the Social Security benefits they are entitled to as a

After decades of paying payroll taxes, many people believe that their Social Security benefits are tax-exempt, but this simply isn't the case for a lot of retirees. In fact, the Social Security Administration estimates that 52% of beneficiaries paid income tax on their benefits in 2015 and 56% of all beneficiary families will owe income tax on their benefits from 2015—2050.

Maximize your Social Security benefits with confidence. Learn 4 essential steps to create a smart claiming strategy—consider timing, income needs, longevity, and spousal benefits.

Approaching retirement? Ask your financial advisor these 5 key questions to ensure you're financially prepared and confident about your next chapter.

Start the year strong with 5 simple New Year’s resolutions tailored for business owners. Boost productivity, improve finances, and set your business up for success in the new year and beyond!

Struggling to reach your financial goals? Learn how to overcome 3 common roadblocks—lack of planning, emotional decision-making, and unclear priorities—to build lasting financial success.

If you’ve spent time thinking about your retirement budget, you may have tried to crunch the numbers to estimate the rate of return you’ll need to earn on your savings to get you through retirement.