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 ...

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

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

Traditional IRAs and Roth IRAs are both great ways to boost your retirement savings. Learn about the differences between ...

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

You can reduce the impact that taxes have in retirement by converting pre-tax savings into Roth assets. Doing so not only ...

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

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.

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...

If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping ...

The way your income is taxed differs based on whether it’s considered earned or unearned . Read on to learn more.