Missing required minimum distributions can lead to large tax penalties.

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. How much should you withdraw from your retirement savings in ...

The federal government imposes required minimum distributions on most tax-deferred retirement accounts once you reach a certain age. You can reinvest the amount you're required to take out from your ...

For most workers, retirement is sold as the moment taxes finally ease up. In reality, there is one levy that follows you from ...

Many retirees save successfully but struggle to spend. Explore the psychology behind retirement spending, wealth perception, ...

You have to start taking required minimum distributions once you turn 73. You don't have to spend your RMD; you can reinvest it or give it to charity. Using these strategies can help you get more bang ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it’s also vital to consider long-term capital gains taxes, or the amount you’ll pay ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...

Retirement accounts like a 401(k) or IRA come with some big advantages. Perhaps the most attractive benefit of these accounts is you can defer your taxes until retirement. Doing so could give you more ...