Here's how the Internal Revenue Service itself defines RMDs: "Required minimum distributions (RMDs) are the minimum amounts ...

There's still every reason to make the most of every dollar at this later stage of life, and you've got plenty of ways to ...

A little confusion over something that's seemingly simple can end up taking a costly toll when not handled properly.

The Women's Retirement Protection Act (WRPA) would prevent spouses from raiding their partners' 401(k) accounts.

Internal Revenue Service. "401(k) Resource Guide - Plan Participants - General Distribution Rules." Internal Revenue Service. "Traditional and Roth IRAs." U.S. Department of Labor. "FAQs About ...

The advantage to getting the money you need out of a 401 (k) is it’s your plan, in your name, and you are free to do with it what you wish. No one has to know you are short on cash and tapping your ...

If it was always your plan to donate your IRA money to charitable causes, the IRS allows for qualified charitable distributions (QCDs) from retirement accounts that still satisfy RMD rules.

For example, the current law provides a woman very little protection if her spouse takes a 401(k) distribution without ... under current retirement rules. Financial literacy.

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

There’s an inherited IRA rule change for 2025 that could trigger a 25% tax penalty for certain heirs. Here’s what investors ...

In 2019, as part of the SECURE Act, some people are required to withdraw the entirety of an account within 10 years of the death of the account owner. The ...