How can you gift funds in retirement like Warren Buffett? (Photo by Bonnie Schiffman) Getty Images. Warren Buffett isn’t just known for his investing acumen—he’s also a model for thoughtful ...

The Simplified Equal Periodic Payment (SEPP) rule allows you to take money from your IRA or an old 401k without the 10% early withdrawal penalty. It’s pretty easy to do—but there are some ...

Account Types at a Glance. Account Type Funding Taxation Withdrawal Rules; Pre-Tax Retirement Accounts (401(k), 403(b), etc.) Contributions are tax-deductible upfront.

Your homebuying squad can also help you understand the pros and cons of borrowing from any retirement funds you have saved, like a 401(k). “Ideally, you would not touch that money,” Sabree says.