It’s an unfortunate thing that many people enter retirement with little to no money in savings. But in this Reddit post, we ...

There is a Wall Street financial generalization that still rings true a majority of the time: portfolios should focus on ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

The deadline for certain individuals to begin receiving required minimum distributions (RMDs) is fast approaching. That day is April 1 — but the IRS is not fooling.

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...

You can start taking money from your 401 (k) penalty-free at age 59 ½. So you shouldn't be penalized if you are 60 and ...

With retirement planning and taxes, there are often two ways to look at a question: First, can you do something, and then, ...

The simple act of withdrawing money during the downturn not only becomes a taxable event, but it's also going to be an erosion event. If you have another bucket, the reverse mortgage line of credit, ...

Start with Reviewing Your Financial Assets and Estate Plan Tax season is not just a time to fulfill obligations to the IRS; ...

After your spouse dies, you could face a surprise higher tax bill, financial experts say. But it’s possible to prepare with advanced planning.

RMD rules are more than just guidelines, according to EBRI research released last week, but are clearly a defacto default strategy.