Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

Experts agree that a 401 (k) is one of the best ways to save for retirement. With a 401 (k), you get both tax advantages and ...

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

Carl Carlson, founder and CEO of Carlson Financial, visited Eye on NE Kansas to walk through the decisions people need to ...

The retirement industry can still make big strides to help participants realize tax-advantaged strategies when taking plan ...

That said, the 4% rule assumes that your portfolio has a fairly even mix of stocks and bonds. If you're a very conservative ...

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

As your retirement savings in a traditional 401(k) grow over decades of working, you may feel an increasing sense of financial security. And that is good. You're doing what you've been told to do: ...