You spent decades socking away money, watching balances grow, and planning for this moment. Saving for retirement felt safe, ...

Considering withdrawing from your retirement account to pay debt? Learn how this common mistake can impact your future and ...

That’s because of the required minimum distribution (RMD) law. Once you reach a certain age, you’re required to withdraw a ...

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's ...

How does it work? The 4% rule is a popular retirement withdrawal strategy that involves withdrawing 4% of your total retirement savings during your first year of retirement. In subsequent years, you ...

When times are tough and household budgets are under severe strain, taking cash out of your 401(k) plan can provide some relief. However, it’s best to be cautious, as there are specific rules related ...

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

Saving money is good for your financial future, but it's possible to put too much cash in your retirement account.

Several IRS changes take effect in 2026, including higher retirement contribution limits, tax adjustments, and more. Here's ...