But keep in mind that you can't keep all that money in there forever. The IRS requires you to begin withdrawing money from ...

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

Retirees with significant assets often have to plan around required minimum distributions (RMDs). If you already have ...

And how much is enough? I ask Carl Richards this question because he hosts a podcast about financial planning and raises this ...

Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity annuity contract, or QLAC. You buy the annuity with pretax money (up to a ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Ready for retirement? Discover strategies to protect savings and create guaranteed income from your TSP. Register now for expert-led webinars: dcsofa.org/events ...

Don't rely on luck. Here are 10 ways women strengthen their financial identity as they age, from investing to estate planning ...

If you play your cards right, you can avoid an unwanted tax bill. When I first started working full-time and was able to make ...

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

If you really want to achieve wealth, taking a page out of personal finance guru Dave Ramsey’s playbook isn’t the worst idea.

A substantial number of elderly, retirement-age investors are failing to take required minimum distributions, or RMDs, a new ...