Tapping into your retirement savings early may seem like a risky idea, but there are many reasons why you may have to take money from your 401(k) before retirement. These accounts are meant to support ...

A Roth conversion ladder is a little-known but somewhat clever strategy to minimize taxes in early retirement. The strategy ...

Early withdrawals from your 401(k) may ease today’s cash crunch, but taxes, penalties, and lost compound gains can cost you tens of thousands in the long run.

For example, if you pulled $200,000 now and qualified under a penalty-free exception, you’d still pay full income tax on the ...

A systematic withdrawal plan can turn your mutual fund savings into a monthly income stream, but it works only when withdrawals are paced carefully and the portfolio is managed sensibly.

A simple guide to how a systematic withdrawal plan can create reliable monthly income, protect your corpus and help you avoid ...

Retiring ahead of the traditional timeline requires careful planning. Here’s how to chart a realistic course to financial freedom Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace ...

Any money you move from a traditional IRA to a Roth IRA is treated as ordinary income. That's why you should make these ...

If you’re thinking about how to withdraw money from a 401(k) before retirement, you’re not alone. Life happens — from job loss to medical bills — and sometimes you need to access your retirement ...