Need $1,000 to cover an unexpected expense? Starting this year, you may be able to withdraw the money from your 401(k) with relative ease. New rules make it easier to tap your retirement account for ...

You’ve spent most of your adult life planning and saving for retirement. Then, when the day comes, and you make the call to finally retire, your entire thought process needs to change. Instead of ...

People spend their working lives saving for retirement. But they often don’t know how much they can withdraw safely from their retirement portfolio. What is the right percentage to start withdrawing ...

Being diagnosed with a terminal illness will throw your life into chaos, and with that comes a host of financial concerns that can quickly eat up any savings you may have. Having access to your 401(k) ...

The Third Circuit recently held in Laguna Dairy that, under certain circumstances, a settlement agreement over a withdrawal liability dispute can constitute a revised withdrawal liability assessment ...

An employer can contest a withdrawal liability assessment and ultimately prevail. That is the moral of Bulk Transport Corp. v. Teamsters Union No. 142 Pension Fund, No. 23-1563 (7th Cir. Mar. 22, 2024 ...