If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

Retirement planning is full of twists and turns, yet few things cause as much confusion as required minimum distributions.

But keep in mind that you can't keep all that money in there forever. The IRS requires you to begin withdrawing money from ...

Reaching 72 with $900,000 in tax-deferred retirement accounts means navigating required minimum distributions (RMDs) while ...

Taking your RMD in January could give you peace of mind and helps you avoid the tax penalty for not taking RMDs as scheduled. It could also cause you to miss out on investment earnings you could have ...

If you’re nearing retirement or thinking about it, the last thing you want to do is run into financial setbacks.

The share of adults who have a will should be 100%, but it hovers consistently at 30% in the U.S. There's no reason for this.

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

The IRS on Jan. 15 issued updated two safe harbor explanations plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover distributions.

“On the trade balance, which we know is going to be a deficit, we’re expecting a number around $58 billion,” Santelli said on ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

If you're 73 years old or older as of this year, you are required to annually withdraw money from most retirement savings accounts. The size of this withdrawal varies with age and the amount of ...