Your 401(k) balance is important, but it’s not the best indicator of whether you’re on track for retirement. Instead, your rate of return tells you how efficiently your investments are growing over ...
Changes to the information on 401(k) statements beginning this quarter could see millions of working Americans suddenly looking at their retirement income in a new light. Statements are set to include ...
Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...
Your next 401(k) statement could come with a very worrisome surprise. Retirement plan holders typically receive quarterly statements in the mail that provide an update on how much they have saved and ...
Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...
As Americans increasingly rely on 401(k) plans to fund their retirement, understanding the nuances of these accounts — including mutual funds and target date funds — has become essential to long-term ...