Some older investors need to start planning now for a financial move that needs to be completed before the end of this year.

Tax-deferred accounts such as traditional IRAs and 401(k) plans allow workers to delay paying taxes on qualified ...

Learn how required minimum distributions (RMDs) affect your traditional IRA balance, how to calculate them and strategies to ...

It's called a required minimum distribution, or RMD. Exactly how much you must withdraw depends on your age and account balance. The older you are, the bigger the required withdrawal. To put it in ...

When you're on a fixed income, every dollar counts. Therefore, it's important to take full advantage of tax breaks that can ...

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 ...

But the government must eventually get its due. Upon reaching a certain age, accountholders must take required minimum distributions (RMDs) annually, meaning they must withdraw (and pay taxes on ...

While down markets are good for Roth conversions, market timing doesn’t have the same effect on regular retirement ...