Bill Bengen updates his Safe Withdrawal Rate to 4.7%. What it means for retirees and how long your portfolio can really last.

To reduce RMDs, you should first prioritize Roth contributions. Roth contributions can be preferable to traditional ...

If you don't need your RMD cash right away, taking it early could let you move it into a CD and lock in today's high rates ...

Required minimum distributions (RMDs) are a way for the IRS to ensure it receives some money after allowing you to deduct ...

If the thought of paying taxes on your RMDs is stressing you out, consider these two options to save on taxes and anxiety.

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Read here for an update on how to build a simple, diversified 6-fund retirement portfolio for steady income, growth, and ...

With the year drawing to a close, individuals with pre-tax retirement accounts should familiarize themselves with the ...

If the Fed keeps cutting rates, it could change how much your required minimum distribution earns once it leaves your account ...