The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking distributions from retirement accounts inherited after 2019. The so-called 10-year rule ...

Here are 10 ways to use year-end RMDs strategically. The deadline for taking Required Minimum Distributions is December 31.

If he didn't do the conversion and left his money in his 401 (k) or traditional IRA, he would instead pay a 25% tax on each of the RMDs he would receive in subsequent years (this is assuming the ...

The second round of December’s Social Security payments will go out to the first group of retirees in three days.

December is a great time to get your portfolios in order. Investors can follow this checklist to assess what changes they may ...

Timing is everything when it comes to starting Social Security. Here are the top reasons why people choose to delay or take ...

Last Christmas Day, I met a lovely woman who appeared to be well into her retirement years. She was neatly dressed ... the ...

While Social Security remains a large part of the majority of Americans' retirement incomes, most also rely heavily on ...

Finding a retirement financial advisor will require you to evaluate key traits and qualifications that align with your goals.

After you retire, your 401(k) completely belongs to you. However, your employer's plan may still manage it unless you take ...

At this stage, you may have started drawing Social Security checks, and you're potentially taking distributions from ...

When it comes to personal finances, few things are as important as saving for retirement. Unfortunately, many Americans are ...