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Thursday, October 19, 2017
401(k)
Trump tax returns

Ask Carrie: The Lowdown on 401(k) Loans

Dear Carrie: Is there a limit to the number of times you can borrow from your 401(k)? — A Reader

March 23, 2016
401k

Thinking Of Taking An Early 401(k) Withdrawal? Consider the Ultimate Cost

Dear Carrie: If you’re younger than 59, and a half, is it possible to withdraw money from your 401(k) without having to pay it back?

March 9, 2016

Beefing Up Advice Options For Workplace Retirement Plans

Two of the leading companies in online investment advice launched initiatives this month aimed at getting more personalized financial advice to workplace retirement savers.

September 26, 2015

Your Mid-Year Money Checkup

This time of year presents a great opportunity to slow down and look at the financial progress you’ve made in 2015.

August 8, 2015

Young Career Couple Advised To Wait On Big Expenses

Developing a sound financial plan takes time and thought, but the real work comes later — when you have to stick with the plan.

April 6, 2015

David Nicklaus: Retirement Debate Is All About Protecting The Small Investor

Will new proposed laws help the small investor, or hurt?

March 3, 2015

Reliance On 401(k) Accounts Drops, Poll Shows

By Walter Hamilton, Los Angeles Times Fewer Americans are counting on 401(k) accounts to fund their retirement years, apparently because of disappointment with the stock market after painful losses in the Great Recession, according to a recent study. Only 48 percent of non-retirees expect a 401(k), individual retirement account or similar savings vehicle to be […]

May 5, 2014