Deciding how much to withdraw from your retirement accounts means finding a balance between enjoying life and making your money last. Taking too little leaves you with unused savings, while taking too ...

Retirement planning involves more than building a nest egg, it also requires managing taxes so you keep more of your savings.

My husband will turn 73 on Nov. 16, 2027. How much of an RMD does he have to withdraw in 2027 and should he do it between Nov. 16 and Dec. 31, 2027? What percentage of his retirement assets should he ...

There are limits to how much you can contribute to your 401(k) each year. Here's what you'll want to consider to determine if ...

Required minimum distributions (RMDs) from pre-tax retirement accounts can have a number of unintended consequences. These ...

If you have a large IRA balance, an annuity might help you diversify the savings. The sweet spot for doing Roth conversions is before you start taking out the required minimum distributions (RMDs) so ...

Thanks to the power of compound interest, $5,000 saved today can add up to thousands in earnings over time. Here's how to maximize your savings.

Unfortunately, getting fired when you’re close to retirement is fairly common. A study from ProPublica and the Urban ...

Unfortunately, getting fired when you’re close to retirement is fairly common. A study from ProPublica and the Urban Institute found that 28% of stable, longtime employees sustain at least one ...

Dividend investing is a time-tested strategy that attracts both new and seasoned investors seeking steady income streams. This approach involves buying shares of companies known for paying consistent ...

Think of RMDs as the IRS’s way of making sure you don’t let your retirement money sit forever. Starting at age 73, you’ll ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...