Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

SECURE 2.0 raised the RMD age to 73 for those turning 72 in 2023 or later. It rises to 75 in 2033. Non-spouse beneficiaries who inherited IRAs after 2019 must take annual RMDs in years 1-9 if the ...

Retirees with an IRA, 401 (k), or other type of account likely know that the IRS has had a Required Minimum Distribution (RMD ...

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite ...

Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 ...

Each year, American retirees lose approximately $1.7 billion in IRS penalties for not taking their required minimum distributions. According to Vanguard, around 6.7% of its clients missed their annual ...

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...