The deadline for making your annual required minimum distribution (RMD) from certain retirement accounts is almost here-and ...

Roth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

The order in which you withdraw money from retirement accounts can significantly impact how much you owe in taxes. One of the most popular withdrawal strategies involves drawing from taxed accounts ...

The lengthiest government shutdown left the IRS’ release of annual contribution limits for qualified defined contribution plans and individual retirement accounts way behind schedule.

Test your basic knowledge of traditional and Roth contribution rules in our quick quiz.

The popular 4% rule promises to make your savings last throughout your golden years. But it’s not a perfect rule — and it ...

With essentials becoming increasingly expensive, many households are relying on savings intended for the future just to get by today—a warning sign for financial stability ahead.

Whether you have millions of dollars in your 401(k) or just a few thousand, once you leave your job, you have to make a decision on what to do with that money. For some retirees, it makes sense to ...