Administration | October 10th, 2024 Many Taxpayers Dodged Penalty Tax for Early Retirement Withdrawals The Treasury Department’s inspector general found that about 3.1 million taxpayers who took early retirement distributions did not pay the...
Data and Research | April 9th, 2024 Early Withdrawals Found to Exacerbate 401(k) Account Disparities Across Race, Gender In addition to lower contribution rates, Black and Hispanic workers tend to withdraw money more frequently from their 401(k)s, resulting...
Data and Research | August 22nd, 2018 Young Investors May Be Too Confident About Retirement And they generally think they will need to save half of what Baby Boomers think is needed to retire comfortably.