As President-elect Donald Trump prepares to take office in 2025, his proposed policies could reshape retirement savings by ...

Whenever you leave an employer for good, you often have a number of loose ends to address. And one of the most financially ...

IRS rule changes will require some older workers to make 401(k) catch-up contributions with after-tax dollars.

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.

Required minimum distributions (RMDs) are a way for the IRS to ensure it receives some money after allowing you to deduct ...

Answer: If you got a deduction for contributing this money, and you want to keep the funds you’re required to withdraw, then yes, you have to pay taxes on these distributions.

With a traditional retirement plan, you'll not only pay taxes on gains eventually, but you'll also be forced to take required ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

Think in percentages, not dollars. Traditional financial advice recommends replacing 75% of your final after-tax salary as a ...

The year is already rapidly coming to a close, making it peak season for assessing (and, in many cases, reassessing) contribution options related to retirement savings accounts. A major factor worth ...

Some of the expenses you face during your working years might shrink once you retire. Take transportation. If you're not ...