If you have money in retirement accounts, you may have to start taking required minimum distributions, or RMDs, when you turn ...

When you retire, you make the final shift from the era of wealth accumulation to wealth management. This is a big deal.

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.

The first reason many people can retire earlier than expected is the tendency for spending to decline with age. According to ...

The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in for 2025.

While you can avoid taxes with smart asset selection – like tax-exempt municipal bond funds or closed-end funds (CEFs) that ...

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

There’s a reason many people opt to save for retirement in a traditional IRA. These accounts offer a tax break on the money ...

In the case of many individuals investigating the FIRE (financial independence, retire early) lifestyle, there is always a ...

It might sound too good to be true, but paying little to no taxes in retirement can be a reality if you plan ahead, reveals ...

Social Security income is a lifeline many seniors count on to help fund their retirement. But if you're a millennial or Gen ...

The company I work for was just purchased and our 401 (k) is temporarily frozen for transactions. In the near future we'll be given the opportunity to roll the money into the new larger 401 (k) plan, ...