I am 71 years old and, thus, on the horizon of facing required minimum distributions from my traditional IRA accounts. My ...

When the economy is showing signs of recession, emptying your cash bucket for a conversion can be counterproductive. If you're in retirement and need cash for living expenses, you'd have to ...

Are there different rules for the spouse versus children inheriting a Roth?' Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, ...

American expats considering retiring abroad must carefully plan their investment and tax strategies before moving so as to ...

RMD rules are more than just guidelines, according to EBRI research released last week, but are clearly a defacto default strategy.

One of the law’s worst provisions is the so-called “ pill penalty .” Under this rule, newly approved small-molecule drugs — ...

You can't leave all your money in an IRA, but that doesn't mean you can't do something constructive with it outside a tax-deferring retirement account.

Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them, but there they sit, mostly out of sight and mind.

If you're charitably inclined, using a qualified charitable distribution, or QCD, is a great way to reduce your RMD. Instead ...

A sudden windfall can be both a blessing and a source of stress, especially if you are unsure of the tax rules and how to ...

For years, people save and invest in 401(k) plans, IRAs and other financial accounts. They wouldn't lose track of this money, ...

Rolling over an IRA means transferring funds from one retirement account to another without tax penalties, helping you ...