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

You've spent decades contributing to a tax-advantaged retirement savings account. Now, for one reason or another, you want to ...

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

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% ...

If you don't need your RMD cash right away, taking it early could let you move it into a CD and lock in today's high rates ...

Required minimum distributions (RMDs) are a way for the IRS to ensure it receives some money after allowing you to deduct ...

If you’re nearing retirement or thinking about it, the last thing you want to do is run into financial setbacks.

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

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

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Lisa S. Presser, left, and Brian M. Balduzzi, right, of Faegre Drinker Biddle & Reath. Courtesy photos The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the ...

If the Fed keeps cutting rates, it could change how much your required minimum distribution earns once it leaves your account ...