If you were born before 1952 and have traditional investment plans, there are some important withdrawal requirements you need ...

Every senior on Medicare should be intimately familiar with IRMAA — the initials that stand for Income Related Monthly ...

Required minimum distribution rules are shifting again, and anyone with a traditional IRA or employer plan needs to understand the latest changes before 2025 ends to avoid painful penalties and ...

When you reach a certain age, you'll likely be required to withdraw a certain percentage of your savings from your retirement ...

Analysis of the 2.8% COLA, 2026 Medicare premiums, and IRMAA cliffs. Plus, a year-end checklist to maximize your benefits and minimize taxes.

Most people take RMDs toward the end of the year, which is probably better if you’re doing other things like qualified charitable distributions. First-time RMD takers can delay until April 1, but they ...

Tom Fortino, Founder and Principal, Alpha Wealth Group, and host of “The Alpha Wealth Hour” on WGN Radio, joins John to talk ...

You're generally forced to start taking required minimum distributions (RMDs) at age 73. If you're still working at the time, you may be exempt. It's important to recognize that this exception may not ...

In 2026, required minimum distributions (RMDs) will begin for anyone who turns 73. RMDs are a way for the IRS to receive taxes after granting an up-front tax break. The initial penalty for missed RMDs ...

Question: My $1.2 million vacation home has a $360K mortgage. I don't need my upcoming $45,000 RMD. Should I use it to pay down the mortgage? Answer: There can be benefits to carrying a mortgage ...

See here for an analysis of 50 high-quality dividend growth stocks to identify timely, attractive investment opportunities.