There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an impact on your taxes.

Picture this. You're finally in your fifties, earnings are solid, and you've been diligently contributing extra catch-up dollars to your retirement account each year. Then comes 2026, and suddenly the ...

As your retirement savings in a traditional 401(k) grow over decades of working, you may feel an increasing sense of financial security. And that is good. You're doing what you've been told to do: ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. The Net Unrealized Appreciation (NUA) rule is a rarely used, but ...

While taxes are inevitable, no one wants to pay more to Uncle Sam than they have to. There are many (legal) ways to lower your tax bill and some of them apply to work-sponsored retirement plans. Here ...