New research points to the equal-installments strategy as the ideal for making the mandatory withdrawals. A lump-sum approach ...

If you're looking to optimize your retirement savings, pay close attention to Required Minimum Distributions. Ocasio-Cortez ...

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 ...

A required minimum distribution (RMD) is the minimum amount of money you must withdraw from your retirement plans annually ...

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

The sweeping domestic policy bill that passed the House on Thursday will boost the standard deduction for senior citizens by ...

Income limits also exist to determine eligibility for tax deductions (Traditional IRA) or to contribute to a Roth IRA. These ...

For one, it has a much higher contribution limit than many other retirement accounts. In 2025, you can invest up to $23,500 ...

There is a two-step process under the SECURE 2.0 Act for increasing the age at which RMDs become necessary. Step 1: Beginning ...

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

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 ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I ...