By age 70, the typical American has already left full-time work or is on the cusp of doing so, which makes the size of a ...

This new rule will give families more flexibility by allowing some people to tap into their retirement savings early without the usual penalty, to help cover the cost of long-term medical care even ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

A substantial number of elderly, retirement-age investors are failing to take required minimum distributions, or RMDs, a new ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 ...

Turning 65 used to mean a hard stop at work and a simple rule of thumb for tapping savings. Today, retirements stretch longer ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

The average 401(k) balance for someone in their 60s was $568,040 as of June 2025. The median, though, was far less: $188,792.

What's the best age to claim Social Security benefits? There's actually a clear answer that's the right choice for most.

If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.