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 ...

The money you withdraw is considered income and your tax rate will depend on your total taxable income for the year. You’ll ...

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

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

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...

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 ...

The issue of lump sum payment to pensioners at retirement under the Contributory Pension Scheme, CPS, has been an issue since ...