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

Navigate Roth IRA withdrawals by learning when you are eligible to make a withdrawal, tax matters, whether you may face penalties, and exceptions to the rules.

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

Here are 10 things you must know about utilizing a Roth IRA as part of your retirement planning. 1. With a Roth IRA you pay taxes now instead of later Roths turn traditional IRA and 401 (k) rules ...

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 ...

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

Q: I recently inherited a regular IRA and a Roth IRA from my mother. I’ve heard something about a 10-year rule for my future ...

2. No Required Minimum Distributions (RMDs) if Rolled into a Roth IRA Traditional 401 (k)s require you to start withdrawing ...

When he becomes a GS-13 I can contribute less to his expenses. This allows him to contribute fully to his Thrift Savings Plan with Roth contributions. We have saved $6.5 million in 401 (k), IRAs and ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Intense last-minute negotiations meant both houses of Congress were able to approve the so-called One Big Beautiful Bill Act prior to their self-imposed July 4th deadline, clearing the measure for ...