The survey found that most investors want to maintain 100% of their retirement savings while taking withdrawals—an ideal that may not be realistic in an inflationary environment. Investors 65 and ...

Explore top retirement income reinvestment options -- from high-yield savings and CDs to annuities and dividend stocks. Read ...

From Medicare to Social Security to tax moves, the LLM compiled the best advice for the money moves that retirees should make ...

There appears to be somewhat of a disconnect between what investors want for retirement compared to what advisors recommend, suggesting that advisors may have more work to do to help their clients ...

Financial advisers were less risk-averse and preferred a longer time horizon for retirement planning than surveyed investors, ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

Recently, I’ve wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and ...

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

The easiest way for Stan to manage this situation may be to roll his late wife’s 401 (k) and Roth IRA investments into his ...

You spend decades of your life stashing away money into retirement accounts. But one day, that switch flips, and you go from ...

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Since withdrawals from their Roth IRAs are off the table for now, the couple must choose how much to take from the remaining accounts. They decide to withdraw 60% from their 401 (k)s ($24,000) and 40% ...