It’s finally time to start using the money you managed to save and invest over the years. But be careful: Taxes are just one of the tricky parts.

If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement ...

The repayment term for these types of loans is ... And in certain situations, it's even possible to withdraw funds from a retirement account without paying the 10% early distribution penalty.

Key Points ・Qualified individuals can withdraw up to $22,000 from retirement accounts without the 10% penalty. ・Employers may ...

Making the first retirement account withdrawal is like achieving most other financial milestones; it requires organization and planning. Planning ensures retirees withdraw with the intention to ...

Retirees, brace yourselves: The golden rule of retirement withdrawals just got a cold dose of reality. A new report from ...

In addition to reconsidering their investments as they enter retirement, Gen X should be aware of the fees they pay. One ...

The Roth IRA — a popular retirement account ... ETFs and avoid paying taxes on qualified withdrawals. There are no monthly service fees and no account minimums. To open a Roth IRA at Charles ...

Making the first retirement account withdrawal is like achieving most other financial milestones; it requires organization ...