The SECURE 2.0 Act made major changes to rules for required minimum distributions (RMDs) — are you up to speed?

Qualified distributions are allowed at age 59½, but an exception may allow you to make a penalty-free withdrawal Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net ...

Retirees with tax-deferred accounts should know when to take required minimum distributions (RMDs) and how to calculate the ...

Some rules seem to be good for a lifetime. On the other hand, some finance rules seem to make less sense over time.

This 401(k) withdrawal strategy can double your annual payout before age 59.5. Here's how it works and what it means for you.

Some of the most consequential changes to retirement rules are hidden in bureaucratic updates and announcements. Here’s how ...

Learn about how lesser-known rules can affect your Social Security benefits, Medicare premiums, tax bill, and ability to ...

RMD rules change periodically due to legislative updates. For instance, the Secure 1.0 Act (passed in 2019) increased the age at which RMDs begin and introduced a mandatory 10-year liquidation rule ...

Inheriting a 401(k) comes with a range of beneficiary rules that vary depending on the beneficiary's relationship to the ...

Secure 2.0 brought forth a lot of changes. Here's how it can change your 401(k) strategy and what to do about it.

Required minimum distributions, or RMDs, are the amounts that must be withdrawn each year from specific retirement plan accounts upon reaching the required minimum distribution age. These mandatory ...