Because everyone deals with a different set of circumstances, there's no single set of rules to tell you in which order to ...

Learn about qualified distributions from retirement accounts, IRS rules, tax implications, and how to maximize your tax benefits while avoiding penalties.

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria.

There's actually a pretty clear answer to the question. But first things first.

In return, the Internal Revenue Service (IRS) expects to eventually recoup the taxes from you when you make withdrawals from ...

Some future retirees could end up getting more time to amass a heap of money that won't be taxed when they or their heirs tap it. Under a provision in a federal retirement bill that cleared the House ...

As the year-end approaches, financial planners are chasing down the last of their clients who have still not made their required minimum distributions (RMDs) from their retirement accounts. The ...

Anyone facing required minimum withdrawals from retirement accounts should note there's been a change to calculating those amounts. Starting this year, new IRS life expectancy tables — which are used ...

In your 70s, it's time to put your retirement plan into action. Here are some tips on how to maximize your success.

Using the modified tables should be generally straightforward for most account owners, although there are a couple of situations that may be trickier this year. One of those instances involves anyone ...