A SEPP plan allows you to withdraw from a 401(k) or traditional IRA before age 59 1/2 without paying a 10% penalty. Here's ...

Key Points ・Rule 72(t) lets you withdraw from IRAs, 401(k)s, and other tax-advantaged accounts before age 59½ without the 10% ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Many investors gain penalty-free access to retirement accounts at age 59½ ...

Try as you might to plan your ideal retirement, life is full of surprises. The reality is that the majority of Americans — 58% — end up retiring earlier than expected, with the median retirement age ...

Nestimate, the innovative retirement plan due diligence platform, today announced a partnership with Nuveen, TIAA’s asset manager, to bring Nestimate's Target-date Fund Fit Analysis to retirement plan ...

The best target-date funds dominate US retirement plans because they simplify portfolio management at scale. These strategies package asset allocation and rebalancing into a single fund tied to a ...

Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group ...

Retirement planning is not only about rates of return. It’s about risk control, clear limits, and hard conversations. After ...

The United States is teetering on the cusp of a retirement crisis – and has been for some time. Following years of tax-and-spend policies that spurred runaway inflation and drove up costs of liv ...

Six standardized, distribution‑ready CITs aim to reduce friction, broaden access, and modernize how retirement services are delivered Built on Morningstar’s managed accounts portfolio framework, the ...