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

While federal taxes apply uniformly, the way states tax 401(k) withdrawals can vary widely. Some states fully tax 401(k) ...

If you are confused by personal finance terms, jargon and calculations, here’s a series to simplify and deconstruct these for ...

One of the cornerstones of retirement planning is determining how much you can safely withdraw each year while maintaining a ...

Assets distributed directly to you from a qualified retirement plan are considered taxable income and subject to local, state and federal taxes based on your income tax rate. And, if you haven’t yet ...

Many people worry about not having enough money for retirement. If you're one of them, here's how you can assess your situation and get back on track.

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Simplified process, faster timelines, higher fund access, and secure retirement benefits. Myths clarified, reforms explained for all employees.

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

You probably have a million things on your mind as you start to look toward upcoming holidays -- food, gifts, maybe even ...

Effective retirement planning involves building a corpus that can support your lifestyle and healthcare needs, while also ...

Learn how compound interest, consistent investing, tax-advantaged accounts, and employer matching can help you save for ...