Retirees with tax-deferred accounts need to know when to take required minimum distributions (RMDs) and how to calculate the ...

If you are over 70 years old and have a traditional, SEP or SIMPLE IRA or a 401(k), 403(b) or 457 retirement plan, April 1st means more to you than watching out for practical jokers – or people ...

The taxes owed depend on your age, the type of account, and more ...

RMDs are minimum amounts that you must withdraw annually from your IRA or other retirement plan account. Did you know that, in most cases, you must start taking required minimum distributions (RMDs) ...

This article discusses what RMDs are, how they work, what accounts have them, when you need to take them, how to calculate ...

One of the biggest advantages of saving for retirement in an account like an IRA or 401(k) is that you can defer your taxes. Instead of paying a big tax bill upfront, you can wait to pay taxes until ...

At 68, Tom Martinez faces a common retirement puzzle. His $1.8 million portfolio splits into a $1.2 million IRA and a $600,000 taxable brokerage account. He needs $85,000 annually and receives $32,000 ...

There are different rules for inherited retirement accounts. When you build your own retirement account, you can contribute new money into that portfolio. You can also leave it in place until you need ...

Withdrawals from an IRA that start before required minimum distributions (RMDs) are due can reduce the amount of your future RMDs, although not on a dollar-by-dollar basis. RMDs are calculated based ...

Making sure you understand and abide by withdrawal rules can help you minimize the taxes you pay. The IRS will require you to take minimum distributions from some accounts once you turn 73. Within the ...