If you have a tax-deferred retirement savings account such as a 401(k), taking earlier or larger withdrawals than required ...

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

Transferring funds from a 401(k) to a Roth IRA can help a retirement saver control the timing and, potentially, the amount of ...

Required minimum distributions (RMDs) from pre-tax retirement accounts can have a number of unintended consequences. These ...

My wife and I both worked for Aetna, but have retired and have 401(k)s from work that are with Vanguard. I received her 401(k ...

Financial planner Dan Moisand tackles readers' questions about Roth conversions, from the whats to the whens and more.

The government requires you to take RMDs from most tax-advantaged retirement accounts beginning in the year you turn 73. The ...

To avoid a situation where someone who may not need to withdraw from these accounts lets the money sit in the account to avoid paying taxes, the IRS enacts required minimum distributions (RMDs).

RMDs, QCDs, risk, second opinion and retirement income ...

Have you made arrangements for your year-end RMDs? It's a key piece of retirement planning. And it’s not exactly mad money, but an influx of cash via a required minimum distribution (RMD ...

Mandatory withdrawals are technically called required minimum distributions, or RMDs. When must I take RMDs? If you were born before 1951, you’ve probably already begun taking RMDs. If you were ...