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.

You spend decades of your life stashing away money into retirement accounts. But one day, that switch flips, and you go from ...

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

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

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.

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

The absence of universal automatic portability, or transferring balances between retirement plans upon changing jobs, is among the primary obstacles to consistent retirement saving.

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

"I have a Thrift Savings Plan, Roth 401 (k) and an investment account that could provide funds to sustain me for how long I estimate this will last." (Photo subject is a model.) ...