Retirement 401(k)

Borrowing money from a 401(k) plan may not seem like a big deal to a millennial, but it is. 

If you have student loans, research shows, your retirement savings will take a hit. Here's how to plan for both without sacrificing your financial health.

Three-quarters of Americans remain largely cautious of their spending and wary of the stock market despite the S&P 500's historic run.

During the worst of the Great Recession, these popular retirement plan funds fell into negative territory. Here's what's changed and why future losses may still be ahead.

A House committee has approved several bills as part of Republicans' so-called Tax Reform 2.0 plan, which would make the reduced rates for individual taxpayers permanent, among other provisions.

The IRS has put retirees on notice: withhold enough taxes from your retirement income, or else. Here's how to manage.

Many retirees today still struggle to convert the assets they have into steady pay in their golden years.

If you absolutely had to, you could pluck a series of payments from your 401(k) or IRA without any penalty. Beware: It's easy to mess this up and end up owing the tax man. Here's what you need to know.

There are several sophisticated tax strategies that are viable when it comes to stock positions in your work retirement plan, including net unrealized appreciation. But there are critical things you need to know before using this type of strategy.

Avoid tossing out that huge packet your retirement plan provider sent you in the mail. It contains valuable information on the costs you're paying to invest. 

As college graduates start their careers and start dabbling in investing they should begin by knowing important ground rules for success. Top financial advisory experts give their advice.

Avani Ramnani of Francis Financial and CNBC's Bob Pisani join the "Power Lunch" team to discuss how millennials might want to start saving earlier.  

Watch out for these common errors when picking funds from your 401(k) menu.

Nearly 60 percent of workers age 18 to 34 have made early withdrawals from tax-advantaged accounts intended to help fund their golden years.

Before changing jobs, consider these factors. 

Companies carry misconceptions about what employees want when it comes to preparing for their retirement.

There are instances in which an early withdrawal penalty might not apply to you, or times when the benefits outweigh the consequences.

The fees you are coughing up for your mutual and exchange-traded funds take a huge toll on potential investment returns over time.