At 68, Tom Martinez faces a common retirement puzzle. His $1.8 million portfolio splits into a $1.2 million IRA and a $600,000 taxable brokerage account. He needs $85,000 annually and receives $32,000 ...

Retirees with tax-deferred accounts need to know when to take required minimum distributions (RMDs) and how to calculate the ...

For most people, reaching millionaire status takes steady 401(k) contributions and compound growth. Can most millennials get there, or is the seven-figure club out of reach?

Thinking about rolling over a 401(k) into a gold or silver IRA? Learn who’s eligible, how it works and what tax and timing ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

While there's no-size-fits-all strategy, doing Roth conversions, continuing to work, and strategizing withdrawals from accounts can help you lower your RMDs.