A qualified charitable distribution is a direct transfer from your pretax IRA to a qualified charity. Instead of withdrawing ...

Retiring in the next decade or so? This 8-step checklist helps you shore up your finances, cut costs and maximize Social ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...

I’m in my mid-70s, have no debt and have managed as a single person to amass about $1 million in traditional IRA savings, ...

In your 70s, it's time to put your retirement plan into action. Here are some tips on how to maximize your success.

The concepts behind universal life insurance can be reconfigured to create personal, private pension plans today ...

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Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to ...

Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

As the largest wealth transfer in American history accelerates, many heirs stand to inherit more than just assets, they may ...

For retirement account owners who plan on selling an asset to free up cash to complete this required distribution, some times ...