When financial professionals talk about the benefits of doing a Roth conversion ahead of retirement, they tend to focus on a ...

It’s easy to get sucked into focusing on a “magic number.” ...

This couple is not on the same page about when to start drawing down IRAs and other saving accounts. Who's right?

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's what the data shows.

You spent decades socking away money, watching balances grow, and planning for this moment. Saving for retirement felt safe, methodical, even rewarding. Then you retire, and suddenly everything feels ...

Dave Ramsey has publicly argued – in interviews and on his radio program – that retirees can safely withdraw 8% annually from ...

The tweak to the legendary “4% Rule” is slightly above last year, thanks to improved capital markets assumptions.

The 4% withdrawal rule is pretty popular among retirees, but you can get away with a 5.5% withdrawal rate with this strategy ...

Rather, RMDs become a problem when you don't want to take the money out of your savings. At a minimum, they can create a tax ...

For many retirees, spending more at the beginning of retirement is a top priority. And after spending decades working and saving, retirement can be the perfect time to enjoy the fruits of your labor.

SAN DIEGO (KGTV) — If you were born before 1952 and have traditional investment plans, there are some important withdrawal requirements you need to meet or else you may have to deal with penalties.