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

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 ...

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

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.) ...

Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight ...

To reduce RMDs, you should first prioritize Roth contributions. Roth contributions can be preferable to traditional ...