Anyone with a tax-deferred retirement account must understand required minimum distributions (RMDs).

There are many ways to reduce your tax burden, but it's obviously important to make sure you aren't illegally evading taxes. Here are the best tax shelters.

But you may still be confused about exactly how much you need to withdraw -- and from which accounts. To make things more complicated, RMD rules have changed over the last several years. That can lead ...

After decades of hard work, the ultimate goal for most people is to have a confident retirement. However, pursuing this state of financial independence requires more than just a large nest egg. The ...

Traditional financial reports miss critical business drivers like frozen capital, deferred taxes and relationship quality.

A 65-year-old worker recently posted on Reddit about a problem many near-retirees face: they enrolled in Social Security at ...

If your FRA monthly benefit is $2,778, for example, waiting until 70 would boost that to $3,575. Starting at 62, though, will result in a monthly payment of just $1,822. The Social Security Quick ...

Business owners often have as much as 80 percent of their net worth tied up in their businesses, according to the Exit Planning Institute. While that demonstrates commitment to success, it also ...

The average retired worker receives about $2,071 per month from Social Security in 2026, about $24,850 per year. 1 It often forms the basis of retirees’ income plans and may be the only income source ...

If you’re over age 73, your first stop for withdrawals is those accounts that carry required minimum distributions, or RMDs, ...

Question: “I am 59 ½ and have $800,000 rolled over from my previous employer to a Roth. I also switched my future 401(k) employee contributions three years ago to a 401(k) Roth, which now has about ...

In 2017, I wrote a column about factors that contribute to an accurate retirement estimate that I think is worth repeating this week. I have been learning about employees who have had to retire with ...