Rather, RMDs become a problem when you don't want to take the money out of your savings. At a minimum, they can create a tax ...

Your 60s may be a good time to consider Roth conversions if you're easing into retirement with part-time work and are in a ...

Since 2002, retirement savers age 50 and over have had the option of making “catch-up” contributions to their 401 (k) plans, ...

Financial planners often recommend drawing down 401 (k)s before claiming Social Security to maximize your benefit — which ...

This straightforward guide breaks down the details on what exactly your 401(k) retirement account can and can't do for you in retirement.

One of the biggest financial decisions anyone has to make is determining an approximate net worth number they want to be at ...

Roth IRAs have one pitfall that could really trip you up.

Given that SmartAsset's matching tool is free for consumers and designed to facilitate initial interviews with multiple advisors, obtaining a second opinion before finalizing retirement decisions may ...

This couple is not on the same page about when to start drawing down IRAs and other saving accounts. Who's right?

Fidelity says these four moves can decide whether your heirs keep more of your money or send a chunk of it to the IRS.