Congress changed the rules for when beneficiaries must take money from inherited IRAs, 401(k)s, and other retirement accounts ...

When you spend your entire life working hard to save for retirement, the last thing you want to risk is your money running ...

Bernstein Private Wealth Management reports on strategies for managing inherited retirement accounts, emphasizing tax ...

Withdrawing money from your 401(k) early can result in taxes and penalties, but can also lead to a loss of investment growth. Employer-sponsored 401(k) plans allow employees to save a portion of their ...

"Retirement income from qualified Roth IRA distributions is tax-efficient since they are tax-free,” Sharp says. “Because ...

A married couple, ages 64 and 65, retired last year with $2.4 million spread across a traditional 401(k), a Roth IRA, and a ...

This 401(k) planning strategy reveals how you can tap into your plan without incurring penalty fees. Some professionals qualify.

Roth options to their employees. If your employer does, you should definitely consider taking advantage because of the tax ...

Under current law, qualified charitable distributions — which are available to people age 70 1/2 — can only be made from ...