The number depends on a handful of factors, the most important of which is your age.

Turning 73 in 2026? Your First Required Minimum Distribution (RMD) Deadline Is Closer Than You May Think. Certain retirement ...

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

You might think retirement means freedom from financial rules. You've earned that money, right?It's sitting in your IRA or ...

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 ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

In Fields v. Commissioner, T.C. Memo. 2014-48 (March 19, 2014), the Tax Court determined that a petitioner was liable for a 10 percent additional tax pursuant to Internal Revenue Code Section 72(t)(1) ...

Learn the early retirement withdrawal rules that allow you to access retirement funds before age 59½ without penalties, including the Rule of 72(t) and the Rule of 55, and how to use them wisely.

Over time, though, policymakers have expanded pre-retirement access — often for very good reasons. Emergency access can give participants confidence to save. Knowing the money isn’t completely locked ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...