First, although the average is nearly $245,000, the median 401 (k) balance among this age group is $87,571. I'll spare you ...

If you’re a Baby Boomer or older Gen Xer with adult children, it’s likely that your kids’ finances are tighter today than they will be for much of the rest of their lives. Typically, income ...

Retirement planning is about more than saving money. It also requires a thoughtful approach to organizing your assets in a way that minimizes tax liabilities. And an important aspect of that process ...

Since his $1.5 million in non-retirement accounts is in company stock, though, he may want to consider putting that money into ETFs to provide more diversification and reduce the risk ...

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Possible options include calculating your number, transferring the money in-kind to a non-retirement account, sending the funds to a local branch and more.