I'm 64 and my wife is 65. We have $1.5 million in 401 (k)s and IRAs and $90,000 in a Roth IRA. We are looking to retire next year. I will receive $3,000 in a monthly pension that my wife will inherit ...

There are number of ways for older Americans to manage their income, investments, and charitable contributions to pay less to ...

Here's the required minimum distribution on $500,000 worth of retirement savings that's subject to RMD rules.

Because Roth IRA withdrawals are tax-free, they keep your combined income lower, helping you to hopefully avoid triggering ...

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

In IRA expert Ed Slott’s recent monthly newsletter, Ryan McKeown, CPA, CFP, a senior vice president and financial adviser ...

As tax rates are expected to rise and the federal deficit reaches historic highs, many Americans approaching retirement are ...

Asset location—meaning, which account investors use to house their assets—is important to consider alongside asset selection.

With a traditional IRA, you can only leave your money untouched for so long, since you're forced to take required minimum ...

IRA rules are shifting slightly in 2026. Here are three key changes, including higher income and contribution limits, and how ...

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