Retirement typically means shifting your focus from diligently saving your money over the course of years and decades to ...

Internal Revenue Service. "401(k) Resource Guide - Plan Participants - General Distribution Rules." Internal Revenue Service. "Traditional and Roth IRAs." U.S. Department of Labor. "FAQs About ...

A little confusion over something that's seemingly simple can end up taking a costly toll when not handled properly.

Here's how the Internal Revenue Service itself defines RMDs: "Required minimum distributions (RMDs) are the minimum amounts ...

Most Employee Stock Ownership Plans (ESOP) participants transfer their company stock to a traditional IRA starting around age ...

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

One of the biggest mistakes to avoid is withdrawing money early. If you take money out of your IRA before the age of 59 ½ — ...

There’s an inherited IRA rule change for 2025 that could trigger a 25% tax penalty for certain heirs. Here’s what investors ...

I lost my job when a flood wiped out the store where I worked. I am 37, have a Roth IRA and a regular IRA. The Roth was ...

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...

President Trump has said he wants to shut down the U.S. Education Department completely, and half of the department's workers have already been laid off. But it turns out that most of what the ...

Early withdrawals are generally subject to a 10% penalty, in addition to normal income taxes. But there are lots of ...