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 ...

Your retirement years are supposed to be your golden years, a time when you can finally relax and enjoy your decades of hard work. However, in order for your retirement days to be truly enjoyable, ...

The Labor Department proposed a rule on including alternative assets in 401(k)s, following an August executive order from President Donald Trump directing regulators to expand access. Alternative ...

The Department of Labor unveiled on Monday a new proposed rule for 401(k) plan sponsors that want to offer plan participants the option of investing in private equity and other “alternative” ...

Sometimes, changes in laws, tax policies, and even economic instability can affect 401(k) retirement plans directly or indirectly. During President Trump's first term, his administration made changes ...