Dear Quentin, When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, ...

If you're self-employed or working part time, your path to retirement likely looks different. But part-time work or ...

Navigate Roth IRA withdrawals by learning when you are eligible to make a withdrawal, tax matters, whether you may face penalties, and exceptions to the rules.

Before the SECURE 2.0 Act, you had to start taking RMDs from 401(k) accounts, traditional IRAs, and similar retirement savings accounts (other than Roth IRAs) in the year you turned 72 (although you ...

Traditional and Roth IRAs are the most common options. Traditional IRAs offer an upfront tax break, while Roth IRAs let ...

An annuity can provide a steady and reliable stream of income in your retirement years. The three common types have varying rules, benefits, and drawbacks.