Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals. Here are 3 ways to minimize ...

Anyone turning 73 in 2025 will have to start taking required minimum distributions. RMDs are typically due by the end of the ...

I am a 68-year-old woman married to a 75-year-old man.

Retirement is a new chapter in your relationship, one that offers opportunities to grow together and build the life you’ve ...

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Did you know that, in most cases, you must start taking required minimum distributions (RMDs) from your retirement accounts ...

“But what about my RMDs?” That’s the question I’ve heard the most frequently in the context of our research on safe withdrawal rates. For retirees seeking to take a fixed real withdrawal ...

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You'll have to pay income taxes on the amount you withdraw. Those with ...

Midwestern Millionaires might not live in the Midwest, but they share a saver's mindset. These strategies are for those who ...

The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...