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

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, ...

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

In return, the Internal Revenue Service (IRS) expects to eventually recoup the taxes from you when you make withdrawals from ...

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% ...

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.

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

From Medicare to Social Security to tax moves, the LLM compiled the best advice for the money moves that retirees should make ...

For millions of Americans approaching retirement, the dream of leaving work behind depends on one crucial question: how to ...

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

Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

Imagine you’re lining up a row of dominoes. One tap — and suddenly, the whole line starts falling. That’s exactly how taxes ...