A taxpayer whose individual retirement account was paid to the government under a criminal court order did not have taxable ...

I have $1 million in my IRA. Once I reach 73 years of age what are the withdrawal requirements? I retired five years ago with ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to recover financially as quickly as possible.

The market's recent rebound and current bullishness is giving some retirees good reason to make these withdrawals as soon as ...

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

John Travolta made a surprise appearance at a “Grease” sing-along at the Hollywood Bowl dressed up as his beloved character, ...

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

A Roth conversion ladder is a multiyear strategy designed to give you tax-free and penalty-free IRA withdrawals before you reach the standard age (59 ½) for distributions. To create the ladder, ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

I’m now writing to you for advice a second time. I’m 51, still married, 25 years now, and still residing in Maryland. My ...