Key Points The rule of 55 allows penalty-free 401(k) withdrawals only from your current employer’s plan after separation.

Fidelity and Schwab have blocked third-party advisors from accessing 401(k) plans via credential sharing. Here's why, and what to do if your account is affected. Many, or all, of the products featured ...

Americans are leaving billions of dollars behind in forgotten retirement accounts, according to a new report. The Sept. 2025 report by Capitalize, a fintech firm that specializes in helping U.S.

'I plan on working until at least age 75' "Because funds have been tight, I do not want to contribute to the 401(k) if I would not be able to access the funds, if needed." (Photo subject is a model.) ...

The letter Kelly Havins received in September seemed fishy. Havins, 63, lives in Phoenix and works as a food retail consultant. The letter appeared to be from Fidelity Investments, where he has had ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...