There are big financial and emotional changes when you finally stop working. Here are the key financial steps for a prosperous and enjoyable retirement.

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 ...

David Hyden, President/Founder Reduce Roth Conversion Taxes by 35% Using IRS-Accepted LLC Valuation Discounts We are the br ...

For some retirees, the hands-on approach is the only way to go. If you prefer to have control over each distribution, ...

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.

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).

RMDs are mandatory withdrawals from retirement accounts that you must make. Diversification remains just as important as when ...

The One Big Beautiful Bill Act (OBBBA), signed into law by President Donald Trump over the July 4, 2025, weekend, is a ...

A spousal IRA isn’t a unique type of IRA or a joint account, but instead it is a separate IRA opened and owned in the name of the nonworking or low-income earning spouse. This w ...

It centers around your required minimum distributions (RMDs). Per the IRS, RMDs are the minimum amounts you must take out of ...

A George Mason University finance professor gamed out three common strategies on RMDs to find the best option.

The Rule of $1 More explains how to plan for critical retirement thresholds. "You don't want to step off a cliff just because ...