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 ...

A new year raises an old, perennial question about how retirees should optimize the use of their retirement savings.

Bright Wealth Management helps people create a clear plan to get to and through retirement by focusing on education, clarity ...

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

However, in exchange for this tax break, the IRS expects its money on the back end, so it taxes withdrawals from those ...

There's a reason people are often willing to forgo the up-front tax break that comes with funding a traditional IRA and save ...

Retirees with an IRA, 401 (k), or other type of account likely know that the IRS has had a Required Minimum Distribution (RMD ...

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

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

If your modified adjusted gross income (MAGI) is too high, your Medicare Part B premiums could skyrocket. This article ...

Nobody wants to pay more taxes, so if you don't need your RMDs, it's easy to see why you might be bitter about having to take ...

At some point, RMDs become a way of life. Your best bet is to understand what they mean to you and your finances.