The deadline for 2024 required minimum distributions (RMDs) has passed for most seniors. But if you turned 73 last year, you ...

The federal government taxes the Social Security benefits of some retirees if their provisional income exceeds thresholds for ...

If you're struggling to save for retirement, some new changes to retirement savings plans that went live earlier this year ...

By creating a tax-smart retirement income plan, you can better manage your tax burden to ensure you have enough income to ...

Transferring funds from a 401(k) to a Roth IRA can help a retirement saver control the timing and, potentially, the amount of ...

The Vanguard International High Dividend Yield ETF ( VYMI 0.04%) tracks foreign companies that pay above-average dividends.

Economists Mark Warshawsky and Gaobo Pang, after conducting new research, published a study that found the 4% rule has ...

Social Security might not pay as much money as you think, so it's a good idea to start planning ahead for retirement.

Since distributions will be required upon Mortimer’s death (although only the Roth account would enjoy tax free distributions and carry a different rule), the traditional IRA and the annuity IRA will ...

Currently, nearly 8 million (62%) of the 12.9 million State Pensioners in the UK pay some tax in retirement, but from April ...

January is a good time to consider tax planning. Amid the yearly onslaught of inflation-adjusted tax figures, here are three ...

From April, the New and Basic State Pensions are set to see a 4.1 per cent rise but retirees with extra income from ...