Saving money for retirement is only part of ensuring a financially secure future. The other half involves making smart decisions about withdrawing that cash. "It's having a plan for how and when to ...

The tax savings opportunities for IRA plans and 401K plans are well known. Not only does the taxpayer receive a deduction for the retirement contribution from their taxable income, but the retirement ...

Many retirees save successfully but struggle to spend. Explore the psychology behind retirement spending, wealth perception, ...

Creating a retirement income distribution plan involves managing your savings and investments to generate a steady stream of income throughout your retirement. Making a retirement income distribution ...

As many as 7% of retirees aren't taking required withdrawals from their accounts, a mistake that can be costly. Luckily, ...

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

A retirement plan distribution occurs when you withdraw money from the plan. There are several different types of distributions, including early distributions, rollover distributions and Required ...

Update to our plan for retirement with diverse and changing income sources. Summary of results and observations for the first three years. Key retirement considerations discussion - what we've learned ...

Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

Source: Flickr user Jenn Durfey. Picture this: You worked hard your entire life, saving diligently for retirement. At 65, you were living the dream. At 75, you enjoyed a comfortable -- if not ...

Dec. 31—Q: I apologize if I have a lot of detail in my questions, but I am considering several options and need to understand the outcomes of each of my choices. My basic question deals with required ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Signaling a continued commitment to investing in its retirement distribution channels to meet the needs of a changing market landscape, Symetra Life Insurance Company ...