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

Saving for retirement is only half the job. You also need a plan for withdrawing your funds—and lots of Americans don't have ...

Intelligently navigating the rules around 401-K withdrawals can mean a difference of thousands of dollars for retirees, ...

But you can't defer those taxes forever. Eventually, the government wants its tax revenue. That's why it imposes required ...

If you have a mandatory distribution from your retirement plan and wish to give all or part of those funds to charity, the ...

If you are 73-years-old or older and haven’t taken a Required Minimum Distribution from your tax-deferred retirement account, ...

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 ...

In the spirit of inspiring future 401(k) millionaires, here are eight tips for achieving a seven-figure balance in your retirement account.

Higher stock valuations and lower yields from fixed income support the case for a more conservative approach, finds ...

It's best to wait until you reach a certain age to begin withdrawing from a 401(k) plan, though individual factors can impact ...

The IRS reminded account holders, and their beneficiaries, with employer-sponsored retirement plans and IRAs, of the upcoming ...

The order in which you tap into your various retirement accounts can significantly impact your tax burden and the longevity of your nest egg funds. There's no one-size-fits-all withdrawal order ...