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For some retirees, the hands-on approach is the only way to go. If you prefer to have control over each distribution, ...
RMDs are mandatory withdrawals from retirement accounts that you must make. Diversification remains just as important as when ...
There are big financial and emotional changes when you finally stop working. Here are the key financial steps for a prosperous and enjoyable retirement.
Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable ...
I'm 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust. She's in a shaky marriage that could soon end in divorce. How can I prevent her ...
I’ll reach my RMD distribution age in 2026, and I’m trying to figure out how much I can transfer from my traditional TSP ...
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Savvy Senior: What is a spousal IRA?
Saving for retirement can be difficult for married spouses who stay home to care for family or have scant income. But there ...
The prevalence of frailty was 33% among a US-wide cohort of patients with RMDs, with the highest rates found among those with fibromyalgia or CTDs.
A George Mason University finance professor gamed out three common strategies on RMDs to find the best option.
Three Planning Questions You May Be Asking Now Given the market gyrations of the past several months, clients have been ...
The One Big Beautiful Bill Act (OBBBA), signed into law by President Donald Trump over the July 4, 2025, weekend, is a ...
After a certain age, holders of retirement accounts such as Individual Retirement Accounts (IRAs) are required to start making mandatory withdrawals, known as Required Minimum Distributions (RMDs).