Learn how to maximize investing in a 529, a state-sponsored college education savings account for qualifying educational ...

Trump accounts, a proposed tax-advantaged investing account for parents, have gotten a makeover in the Senate version of the ...

New research points to the equal-installments strategy as the ideal for making the mandatory withdrawals. A lump-sum approach ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to ...

A practical guide to money market funds, FDIC-insured accounts, and stable-value products inside college savings plans.

Take Fidelity Investments, which administers many of the nation’s 401 (k) holdings. A company statement explains that most plans—though not all—have the distribution rules outlined in documents such ...