Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals.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

As is the case with anyone nearing retirement age, thinking about minimizing taxes and reducing any future RMDs (Required ...

As you approach retirement, it’s important to consider how required minimum distributions (RMDs) from your IRA or 401(k) ...

Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

I am 70 and I have $1.4 million in traditional IRAs. Is it best to do $160,000 in Roth conversions for the next 1-3 years to reduce my high RMDs in about 5-10 years? That would put me in the 24% tax ...

To close out the 2019 calendar year, President Trump signed the "SECURE Act" into law. Fully titled, "Setting Every Community Up For Retirement Enhancement Act of 2019," the law provides ...

The Government Pension Offset was more draconian. It cut spousal and survivor Social Security benefits by two-thirds of the non-covered pension, often to zero. Many married, divorced and widowed ...