You may also get to skip an RMD from your workplace retirement plan if you're still employed and own less than 5% of your ...

The majority of adults 73 and older who have to take required minimum distributions (RMDs) -- mandatory annual withdrawals ...

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

Prior to the end of the Biden administration, a number of proposed and final regulations were issued that impact retirement and welfare benefit ...

I own six houses, and three of my homes are paid off. If I quit, how much can I withdraw from my 401 (k) accounts? I plan to ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

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

As retirement approaches, it is crucial to assess the impact of mandatory withdrawals from your IRA or 401(k) on your tax obligations. These withdrawals are designed for you to gradually tap into your ...

Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals.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