You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.

Turning 73 in 2025: For the first year you're subject to RMDs only, you can wait until April 1 of the following years to take ...

Required minimum distributions (RMDs) are a way for the IRS to ensure it receives some money after allowing you to deduct ...

With the year drawing to a close, individuals with pre-tax retirement accounts should familiarize themselves with the ...

I have a 401(k) with $120,000 in it. I’m 74 and getting the required minimum distribution at the end of each year. Do I need ...

Too much company stock in your retirement plan can be risky. Learn how to reduce concentration risk, use tax-efficient ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Social Security beneficiaries will no longer receive physical benefit checks via mail. Going forward, all recipients need to ...

Don't want to run out of money in retirement? You need a complete retirement plan that accounts for income, market risk, ...

Homeowners considering using home equity as a valuable asset in their retirement plan can analyze it like other investments, ...

Tax optimization strategies vary by income level, but everyone can reduce their tax burden. Most taxpayers can save a few thousand dollars per year through basic techniques, while high earners can ...

The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're ...