Maximize your savings by understanding Roth IRA withdrawal rules. How can you avoid tax penalties? Let your funds grow and ...

Depending on your age and other factors, you might face a penalty if you tap into your IRA early. Find out when early ...

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

This new 10-year rule called into question whether a beneficiary would also have to continue taking RMDs from an account ...

Or, you could sell the stock within the Roth and redeploy the funds to something you think will do better. You won't be able to take any loss for tax purposes, but you could stop the bleeding. If you ...

Planning for retirement is one of the most important financial steps you can take to ensure a secure and comfortable future. Many people delay retirement planning, believing they have plenty of time ...

This has Jada, 52, facing the existential dread of retirement even though she doesn’t plan to clock out until she turns 65.

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

Can I withdraw my 401(k) if I get laid off? Learn your options, tax penalties and strategies to manage your retirement ...

A lot of people end up relying heavily on Social Security for income in retirement. And unfortunately, folks in that boat ...

From a continuing care retirement community to an independent living village, retirees have a lot of ways to live out their ...

If you have financial insecurity, it's better to have it with $1 million in retirement savings.