The requirement to take minimum distributions from your retirement account may seem like a hassle, but the rules are pretty simple.

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

Investing for a 15-year-old with a 10- or 20-year time horizon by investing 80% to 90% in stocks and the rest in bonds would be aggressive but acceptable given the beneficiary's age. Their parents ...

Required minimum distributions or RMDs are usually framed as a financial disaster. A ticking time bomb that should be avoided ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

The Trump administration has a plan to make it easier to take money out of your retirement savings to buy a home. But should you? The Trump proposal, planned for release next week at the World ...

Retirement saving for married couples is a team sport. You can keep contributing to a Roth IRA as the spouse of a working ...

Here’s what you need to know about Roth IRAs, including contribution and income limits, and all the perks that make the Roth ...

With increases to contribution limits for 401(k)s, IRAs, and HSAs this year, savers can set aside more of their money toward ...

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

Answer: You're correct. Normally, someone must be at least age 59 ½ to make penalty-free 401 (k) withdrawals. But there's a ...

Chuck Oliver, host of The Hidden Wealth Solution podcast and author of seven books on wealth accumulation and preservation ...