If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

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 ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of ...

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

Section 72(t) offers penalty-free early IRA withdrawals with a serious catch: you're locked into fixed payments for years and ...

The 4% rule has you withdrawing 4% of your nest egg your first year of retirement and adjusting future withdrawals for ...

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

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

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.