Learn how and when withdrawals from your traditional IRA or Roth IRA and traditional 401(k) or Roth 401(k) can affect your ...

Bill Bengen updates his Safe Withdrawal Rate to 4.7%. What it means for retirees and how long your portfolio can really last.

For a growing number of Americans, retirement accounts are doing double duty as savings accounts for the future and emergency funds for the here and now. Vanguard Group says that 2023 saw early ...

It is easier to take up to $1,000 out of retirement plan savings to help with an emergency under a new rule from the Internal Revenue Service. The IRS announcement clarifies a 2022 law that aimed to ...

While an HSA is most commonly thought of as a way to pay medical expenses as they occur, it's much more than that. In fact, ...

The IRS has again waived required withdrawals for certain Americans who have inherited retirement accounts since 2020. It may not be a good thing for heirs, experts say. Under the Secure Act, certain ...

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If you're considering a political candidate, it makes sense to examine their record on fiscal issues and how their policies have affected their constituents' finances. But what about the candidate's ...