Tag: 401(k), 403(b) and 457 Plans

In 2024, More Old 401(k) Accounts Could Be Forced Into Rollovers

In 2024, more low-balance, forgotten 401(k)s and similar retirement plans could be forced into rollover accounts, which don’t benefit their owners. Here’s what to know.

401(k) Hardship Withdrawals Tick Up as Inflation Stays High

Retirement plan administrators are noting an uptick in hardship withdrawals. But taking that money out can harm your future financial security.

Saving for a Down Payment and Retirement: What to Know

With mortgage rates and prices high, first-time home buyers find these competing goals aren’t always doable, at least at the same time. Here are points to consider.

Taking Social Security, Paying Student Debt: Financial Planners Weigh In

Readers sent some of their most urgent financial queries, asking about issues like Social Security and student loan debt. Financial planners offered ideas.