A substantial number of elderly, retirement-age investors are failing to take required minimum distributions, or RMDs, a new ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. How much should you withdraw from your retirement savings in ...

Required minimum distributions start at age 73. For some people, withdrawing money isn't a smart financial move. Here's how 73-year-olds can reduce their RMDs.

The federal government imposes required minimum distributions on most tax-deferred retirement accounts once you reach a certain age. You can reinvest the amount you're required to take out from your ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it’s also vital to consider long-term capital gains taxes, or the amount you’ll pay ...

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

You have to start taking required minimum distributions once you turn 73. You don't have to spend your RMD; you can reinvest it or give it to charity. Using these strategies can help you get more bang ...

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 ...

Forbes contributors publish independent expert analyses and insights. Approaching retirement can feel uncertain with many questions arising, like how you’ll spend your now open-ended free time and how ...

Retirement accounts like a 401(k) or IRA come with some big advantages. Perhaps the most attractive benefit of these accounts is you can defer your taxes until retirement. Doing so could give you more ...