Remember that as you get closer to retiring, your retirement portfolio should be less risky. Consider safer investment ...

For retirement account owners who plan on selling an asset to free up cash to complete this required distribution, some times ...

You spend decades of your life stashing away money into retirement accounts. But one day, that switch flips, and you go from ...

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% ...

Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to make your withdrawals. However, as the following scenario will show, a good ...

Learn 401(k) hardship withdrawal rules, qualified reasons, penalties and alternatives. See if you qualify and how it impacts ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

But if you're 73 or older and you haven't yet taken your required minimum distributions (RMDs) for 2025, that needs to be on ...

Recently, I’ve wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and ...

In your 70s, it's time to put your retirement plan into action. Here are some tips on how to maximize your success.

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