Opinion
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Julie Jason: Tax refunds, 401(k)s and new W-4s

The IRS issued a new 2026 W-4, which is the form that tells your employer how much to withhold from your paycheck.
Changes to the information on 401(k) statements beginning this quarter could see millions of working Americans suddenly looking at their retirement income in a new light. Statements are set to include ...
Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...
Here’s who gets your 401(k) when you die, plus how it’s transferred, the tax impact, and why beneficiary updates matter more than you think.
Dipping into your 401(k) before age 59½ usually means penalties, taxes and lost earnings. But there are some exceptions.
You look at your 401(k) statement and see a solid balance, just sitting there. Then you look at your credit card bill and see the 20-plus percent interest adding up … and up. You might be tempted to ...