Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why beneficiary updates matter more than you think.

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

Life happens, and sometimes financial emergencies hit when you least expect them. If you’re facing a major expense — like unexpected medical bills, the threat of foreclosure or funeral costs for a ...

Qualified distributions are allowed at age 59½, but an exception may allow you to make a penalty-free withdrawal Fact checked by Betsy Petrick Reviewed by David Kindness Employer-sponsored 401(k) ...