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  2. Survey: Vanguard Finds Too Many Workers Are Tapping ... - AOL

    www.aol.com/vanguard-says-workers-tapping...

    The number of hardship withdrawals from retirement plans managed by Vanguard has risen to the highest level since 2004, according to Vanguard, with 0.5% of workers taking money out for an emergency.

  3. 'This is a double-tax whammy!': A growing number of ... - AOL

    www.aol.com/finance/double-tax-whammy-growing...

    According to asset manager Vanguard’s “How America Saves 2024” report, around 3.6% of workers participating in employer-sponsored 401(k) plans made a “hardship” withdrawal in 2023, up ...

  4. Inflation Leads to Record Rise in 401(k) ‘Hardship ... - AOL

    www.aol.com/finance/inflation-leads-record-rise...

    The toll inflation is continuing to take on Americans has translated to a record number of people taking 401(k) "hardship withdrawals," according to new data, a phenomenon which Vanguard called...

  5. Roth 401(k) - Wikipedia

    en.wikipedia.org/wiki/Roth_401(k)

    Employees can roll their Roth 401(k) contributions over to a Roth IRA account upon termination of employment. It is the employer's decision whether to provide access to the Roth 401(k) in addition to the traditional 401(k). Many employers find that the added administrative burden outweighs the benefits of the Roth 401(k). [citation needed]

  6. Mortimer J. Buckley - Wikipedia

    en.wikipedia.org/wiki/Mortimer_J._Buckley

    In 2017, Vanguard's Board of Directors unanimously elected Buckley to succeed F. William McNabb III as Chief Executive Officer, effective January 2018. [1] In February 2024, it was announced that Buckley would step down as CEO by the end of 2024, ending a 33-year career at Vanguard. [11] He was succeeded by Salim Ramji in July 2024. [2]

  7. John Neff - Wikipedia

    en.wikipedia.org/wiki/John_Neff

    John B. Neff (September 19, 1931 – June 4, 2019) was an American investor, mutual fund manager, and philanthropist.He was notable for his contrarian and value investing styles as well as for heading Vanguard's Windsor Fund.

  8. How to bridge a retirement shortfall - AOL

    www.aol.com/bridge-retirement-shortfall...

    If you want to get yourself thoroughly depressed, spend a little time looking at statistics about Americans’ retirement preparedness. In Vanguard’s most recent How America Saves report, the ...

  9. Retirement spend-down - Wikipedia

    en.wikipedia.org/wiki/Retirement_spend-down

    In that scenario, a 4% withdrawal rate allowed the investor's funds to last 30 years. Historically, Bengen says closer to 7% is an average safe withdrawal rate and at other times withdrawal rates up to 13% have been feasible. [15] A 4% withdrawal rate is also one conclusion of the Trinity study (1998).