Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

According to an article by Brandon Renfro, there are three 5-year rules for Roth IRAs, but he talks about the first two as ...

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

Missing a required withdrawal from an individual retirement account is not a minor paperwork error. It is a tax mistake that ...

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite ...

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

That number is your household’s modified adjusted gross income (MAGI). If you understand this metric, it becomes much easier ...

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...