When you reach a certain age, you'll likely be required to withdraw a certain percentage of your savings from your retirement ...

Explore top retirement income reinvestment options -- from high-yield savings and CDs to annuities and dividend stocks. Read ...

First” rule says that you must have sufficient income to cover your must-pay living expenses before you do any discretionary spending. Find out if it’s right for you.

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

Mark Cuban says liquid net worth is especially important for business owners. Here's how to determine what yours is.

The easiest way for Stan to manage this situation may be to roll his late wife’s 401 (k) and Roth IRA investments into his ...

Discover how the Smith Maneuver can turn your Canadian mortgage interest into tax-deductible investment interest with a readvanceable mortgage. Learn how it works today.

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your ...

The best retirement account for a solopreneur will depend primarily on your income level and desired contribution amount.

Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...

The 'guardrails approach' to retirement spending signals when you can spend more and when you need to rein it in, giving you ...

When you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could ...