Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

One of the most attractive features of a 401(k) plan is that you can contribute pretax dollars throughout your career. This reduces your taxable income and allows you to contribute more to your ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Mar 06, 2025, 05:15am EST Mar 13, 2025, 11:00am EDT ...

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 ...

Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

If you're over 50 and maxing out your 401(k), there's a big change coming in 2026 that could affect how much tax you pay on your "catch-up contributions." While it's mostly about taxes and retirement ...