As 2025 unfolds, retirees reaching 73 must heed a crucial financial deadline: the IRS mandates their first Required Minimum ...

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 ...

Taking a lump sum from your pension can be a fantastic way to pay off your mortgage, help out the kids or boost your ...

Good advisors know of additional tools that can boost income late in retirement if needed, such as immediate annuities and ...

The American retirement system is feeling the strain, with challenges like shrinking fees, underfunded plans, and an aging population slowing down industry growth.

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people ...

More Americans than ever are dipping into their retirement prematurely, and experts warn it could have serious consequences ...

Some 13% of 401(k) participants have an outstanding loan against their retirement savings, according to a recent study, with an average $10,708 loan amount. Using a 401(k) loan can be useful, but ...

The advantage to getting the money you need out of a 401 (k) is it’s your plan, in your name, and you are free to do with it what you wish. No one has to know you are short on cash and tapping your ...

The post April 1 Is the Deadline for Some Homeowners To Tap Into Funds for Their Mortgages Without Penalty appeared first on ...

A Teamsters pension fund revived its withdrawal liability lawsuit against companies connected to a bankrupt dairy operation, ...