Retirement News

The more flexible you are with it, the better it might serve you.

There's a workaround you should know about.

Retirees should review how required minimum distributions (RMDs) are calculated as the year draws to a close.

A delayed claim could work to your advantage. But should you tap your nest egg to make one happen?

Try your best to avoid these at all costs.

The 4% rule is less of a "rule" and more of a jumping-off point.

The COLA has been announced. Now the big question is: How far will it go?

There's no need to lose your FSA funds just because you don't need to visit the doctor right now.

Think strategically, but don't stress yourself out trying to predict an unpredictable future.

You could be passing up a huge savings opportunity.

While the 4.7% rule isn't perfect, it can provide a solid foundation for formulating your own withdrawal strategy.

Everyone's number is going to be different, but everyone's got a number.

While saving for retirement is essential, it's equally important to plan how to spend those savings.

The sooner you start reading up on all of the new rules, the better.

If you're considering a 2025 Roth IRA conversion, now's the time to act.

If you don't like losing money to the IRS, you definitely need to read this.

You're not necessarily stuck in a lose-lose situation.

The percentage is universally applied, but dollar amounts will vary by state.

Knowing the ins and outs of RMDs is to your advantage.

It's important to know what to expect from next year's raise.