You're a happy, willing, wealthy and hopefully healthy victim of your own success. Taking early withdrawals (59 1/2 without having to pay a 10% early-withdrawal penalty) is a good goal, but it only ...

Per NBC, 53% of Fidelity investors with an RMD for 2025 haven’t yet taken one. If they aren’t taken by April 1 of the year ...

With a Roth IRA, you don't have to worry about future tax rates. That's because you're basically locking in your current tax ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...

In 2024, a new law took effect allowing tax- and penalty-free rollovers from a 529 college savings plan to a Roth IRA, ...

There's one exception to this limitation, though. You can reinvest your RMD into a Roth IRA (assuming you meet the ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from ...

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those ...

I’m 72 years old and have my IRA in stock. I start required minimum distributions next year so I want to convert to a Roth ...

Every year, the calendar does the same thing: it marches forward… whether we’re ready or not. And with every tick of the ...

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