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These accounts have required minimum distributions (RMDs) -- mandatory annual withdrawals you must make beginning in the year ...

Small financial moves can trigger big IRS bills. A financial planner shares the five tax mistakes he sees clients make—and ...

The 401 (k)-pension-Social Security sequence should allow you to fully enjoy your prime retirement years while minimizing ...

Many people spend years building their nest egg but forget one small form that could undo it all: the beneficiary designation ...

These days, we're hearing a lot about the many benefits of Roth accounts. However, they're not the best choice for every ...

More than half of investors with IRA balances under $5,000 missed their required minimum distribution in 2024, according to ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

If one of the spouses has a larger 401 (k), once it’s rolled over, that income is taxed in the higher-income spouse’s tax ...

Although Roth IRAs offer tax-free gains and withdrawals, losing the up-front tax break can be a harsh blow. It's also not ...

Mark is tired of rising rents and likes the idea of settling into a “forever home.” A $400,000 purchase seems within reach — ...

Looking to save money on taxes and have your retirement income go further? Retire to one of these 18 U.S. cities where 401(k) ...