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’re taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don’t need the money to cover living expenses, where should you stash that unneeded cash?

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

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

A Roth IRA conversion, sometimes referred to as a "backdoor Roth IRA," lets you transfer tax-deferred savings -- such as from ...

At 73, you’ve reached a significant milestone, which is a result of a lifetime of hard work, planning, and perseverance. Congratulations! However, this particular birthday also comes with an essential ...

Required minimum distributions, or RMDs, are the amounts that must be withdrawn each year from specific retirement plan accounts upon reaching the required minimum distribution age. These mandatory ...

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those who inherited an IRA within the last five years. Knowing the rules could ...

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

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 ...