×

Retirement 401(k)

  • retirement personal finance

    If you’ve suddenly become an empty nester and want to focus on saving more cash, CNBC’s Sharon Epperson shares tips on how couples can make the most of their savings now that the children have flown the coop.

  • Man in office

    Most employees "run for the hills" each October when it's time to review workplace benefits, but taking the time to thoroughly plan is key.

  • Reflection of stock market graph in window

    Brokerage windows give stock jockeys a chance to put their skills to work in their 401(k). They may risk their entire nest egg, however.

  • How to protect your personal data

    When it comes to your financial accounts, do you know what your advisor is doing to safeguard your personal information? CNBC’s Sharon Epperson shares tips on how to become proactive in protecting your sensitive data and what to ask your financial advisor.

  • How to ask for flexible retirement

    If you’re not ready to retire and change your lifestyle completely, you might be able to create your own arrangement with a 'flexible retirement.' CNBC's Sharon Epperson explains what this means for workers looking for alternative retirement options.

  • Is an annuity right for you?

    Sometimes it can be hard to determine whether or not you need an annuity to supplement your other monthly checks during retirement. CNBC’s Sharon Epperson breaks down the pros and cons to getting one if you’re worried about outliving your money.

  •  Elderly woman reviewing documents

    People who enroll in workplace 401(k) plans and put money in them probably misunderstand key aspects of such savings vehicles, say advisors.

  • Money counting, young adult

    Financial advisor Sophia Bera says there are 3 mistakes Gen Y clients must avoid in order to ensure a secure financial future.

  • A customer enters their pin number while making a chip and pin payment using a Visa payment card.

    Credit card debt can be a huge concern for seniors and one of the biggest challenges for retirees is that they have too much debt. CNBC’s Sharon Epperson provides tips on how to handle credit card debt in your golden years.

  • 3 secret retirement spots

    CNBC's Sharon Epperson shares her top three spots to retire abroad that might not be on your radar. Hidden gems that are great options for Americans looking to retire overseas.

  • Downsize and save

    Three fast and easy ways retirees can downsize and save money.

  • 401(k) lawsuit hits Morgan Stanley

    Charles Field, Sanford Heisler LLP Partner, discusses the lawsuit against Morgan Stanley over 401(k) mismanagement.

  • Morgan Stanley HQ

    A participant in Morgan Stanley's retirement-savings plan sued Friday, alleging its investment options are poor, including some funds the bank runs.

  • Reverse Mortgage

    Want some extra income in retirement? A reverse mortgage is one way to achieve that goal, but using one can open your estate up to serious risk. Sharon Epperson explains how to decide if this type of loan is right for you.

  • Millennial savings gap

    Joe Ready, EVP & Director of Wells Fargo Institutional Retirement and Trust, discusses his survey on the cost of retirement for millennials and what the generation is doing right now to get there.

  • Businesswoman putting money into 401K jar at desk

    Strapped with student debt and stagnant wages, millennials might not think it's possible to save for retirement. But a new survey from Wells Fargo says that even those on the lower end of the pay scale can enter retirement with a $1 million-dollar nest egg.

  • Couple reading documents, retirees

    Some affluent retirees don't need their required 401(k) and IRA withdrawals. Here's what to do with the cash.

  • 411 on a Roth 401k

    CNBC’s Sharon Epperson reports on a new option many companies are offering for your retirement savings - a Roth 401(k).

  • Roth IRA 401k

    Roth 401(k) plans have been around for a decade, but many employers only recently are starting to offer them to eligible workers.

  • ROTH 401(k)

    Are you missing out on a great retirement savings tool? Many employers are beginning to offer something called a Roth 401(k), which takes many of the benefits of a traditional 401(k) and a Roth IRA and rolls them into one. Sharon Epperson walks you through the ins and outs of using one of these savings accounts to help you reach your retirement goals.