Update to our plan for retirement with diverse and changing income sources. Summary of results and observations for the first three years. Key retirement considerations discussion - what we've learned ...

A distribution from your traditional IRA could cost you if you’re not aware of your responsibilities. Why it matters: Many investors are saving up for their retirement in workplace accounts like 401(k ...

There's no right or wrong time during the year to take an RMD. So if it's on your radar in February and you decide to move ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

RMDs are mandatory withdrawals from pretax retirement accounts. Find out how RMDs work and when you'll need to start taking them.

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...

The transition to retirement — going from a steady paycheck to living on a fixed income or pension — can be difficult to navigate. In addition — with inflation, tariffs and potentially soaring rates — ...

In Fields v. Commissioner, T.C. Memo. 2014-48 (March 19, 2014), the Tax Court determined that a petitioner was liable for a 10 percent additional tax pursuant to Internal Revenue Code Section 72(t)(1) ...