A request for waiver of the Additional Tax on Excess Accumulations. The year the RMD was missed. The date you took the missed ...

The federal government taxes the Social Security benefits of all seniors whose provisional income -- adjusted gross income ...

But there’s another threat that many retirees aren’t considering: the high cost of health care as you age. A 65-year-old who retired in 2025 can expect to spend an average of $172,500 on health care ...

Dear Quentin, I see a lot of articles on retirement planning that talk about planning for a lower percentage of your current ...