The requirement to take minimum distributions from your retirement account may seem like a hassle, but the rules are pretty simple.

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

Required minimum distributions or RMDs are usually framed as a financial disaster. A ticking time bomb that should be avoided ...

The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

Answer: You're correct. Normally, someone must be at least age 59 ½ to make penalty-free 401 (k) withdrawals. But there's a ...

I am 62 and retired. I just got my first Social Security check. My wife is 53 and still works. I have all the retirement ...

If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping ...

I'm 60 and I would like to convert some money from my regular IRA to a Roth. I'm aware that the earnings are subject to penalty before five years but I won't need that money until at least age 70. Is ...

A new rule for the federal government’s retirement plan will allow enrolled workers and retirees to convert funds to Roth accounts.

The One Big Beautiful Bill included sweeping tax law changes. Here are several key changes individual taxpayers need to know ...