Don't assume you'll have to take mandatory withdrawals from your savings.

This article discusses what your RMDs might be if you have $500,000 tucked away in your retirement accounts. I'll also ...

Want to avoid a huge tax burden in retirement? This expert reveals what pre-retirees can do to minimize taxes in their golden ...

A new Fidelity analysis reveals that 401(k) balances have grown more than 11%—here's the biggest contributor to the boost in ...

About 50 million workers lack access to employer-sponsored retirement plans, a hurdle to setting aside money for old age.

The IRS charges an excess accumulation penalty if a retirement account owner or beneficiary does not withdraw the required minimum distribution (RMD) for the year.

From Social Security timing to healthcare costs and spending habits, these early retirement blind spots can quietly derail long‑term financial security.

You can get a lot of mileage out of this fantastic account.

Most 401 (k) and similar retirement savings plans like Individual Retirement Accounts (IRAs) allow homebuyers to withdraw or ...

In fact, the amount in your paycheck is shrinking, and many of our elected officials are trying to shrink that even further by increasing taxes. You know what I mean if you live in California -- one ...

A lot of people plan for retirement by investing money in a retirement account like an IRA or a 401(k). But what if you will receive a pension when you retire? Do you still need to invest on the side ...