You might think retirement means freedom from financial rules. You've earned that money, right?It's sitting in your IRA or ...

Retirees with tax-deferred accounts need to know when to take required minimum distributions (RMDs) and how to calculate the ...

In general, anyone with a tax-deferred retirement account must take withdrawals called required minimum distributions (RMDs) beginning at age 73. RMDs are calculated by dividing the retirement account ...

Individuals with a tax-deferred retirement account must take withdrawals called required minimum distributions (RMDs) beginning at age 73. RMDs are calculated by dividing the retirement account ...

Once retirees are old enough, the IRS requires them to start making taxable withdrawals from most ordinary retirement accounts. The timing of this distribution, however, can have a lingering effect on ...

If you saved diligently during your career to build up your nest egg, you might have quite a bit of savings in your IRA or old 401(k). With the strong returns in the stock market of the last decade, ...

This article discusses what your RMDs might be if you have $500,000 tucked away in your retirement accounts. I'll also ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...