With a self-directed IRA, you can take an in-kind distribution—transferring ownership of an asset to yourself—to satisfy your ...

So let’s say you’ve got $200,000 to invest today at age 45, and you’re aiming to retire at 67. While it’s OK to go heavy on stocks for, say, the next 15 years, as retirement gets closer, it’s ...

If you are looking to put away as much as you can for retirement, you'll probably prefer the 401 (k) option. If you have the ...

This type of account offers triple-tax benefits, and is especially useful after you turn 65. And the great part is that you can open it well before retirement age.

Dollar Reality Gap Here's where things get interesting - and possibly disturbing. According to Andrew Lokenauth, money expert ...

The Department of Labor’s proposed rule would have expanded the definition of a fiduciary for retirement investors, including ...

The IRS announced the 2026 benefit and contribution limits for qualified retirement plans, including contribution limits for Sec. 401(k) plans and individual retirement arrangements (IRAs) Thursday, ...

The order in which you withdraw money from retirement accounts can significantly impact how much you owe in taxes. One of the most popular withdrawal strategies involves drawing from taxed accounts ...

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

CHARLOTTE — Elroy Bupp likes fishing, especially from the pier at the ocean -- but fishing for his retirement money, not so much. He says he got a letter about his 401(k) about ten years ago. “It said ...

My parent recently passed away before retiring. I have inherited a Roth IRA account that must be paid out within 10 years. This is more money than I can conceive of. It’s 30 percent more than I would ...