Once that money is distributed, you can use it as you please. So if I don't need my RMDs to cover bills, part of my plan is to simply reinvest the money in taxable accounts.
Investing your tax refund for retirement could have a bigger long-term impact than you think. Here’s what the numbers look like over time.
Women don’t need a perfect retirement plan. Learn how IRAs, 401(k)s, and Roth accounts work, how they differ, and how using them together can create a flexible, tax-efficient retirement strategy over ...
The saver's match is worth 50% of qualifying retirement account contributions of up to $2,000 per individual. Taxpayers who ...
I've maxed out my Roth IRA every year since 2017. Here's my real balance after 10 years -- and what it could grow to by retirement.
Charly Stoever makes a lump sum investment into their Roth IRA each January, even if it makes up a large chunk of their income.
The question for investors is whether the sell-off represents a buying opportunity or if there are good reasons to avoid ...
For as long as most of us can remember, “fixed income” has meant the same thing to retirees, and it generally appears in the ...
Roth vs Traditional: compare today’s marginal vs future effective tax rates. Roth accounts offer planning flexibility. Read ...
Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.
Think you're a savvy retirement planner? Here’s what you may be forgetting.