US retirees and heirs of retirement accounts like 401(k)s and IRAs often make this year-end mistake that costs them IRS tax ...

A charitable remainder trust (CRT) is an irrevocable trust in which you can place various financial assets, which then become ...

At some point, RMDs become a way of life. Your best bet is to understand what they mean to you and your finances.

When you near retirement, the choices you make with your 401(k) retirement plan matter the most. This article explains the ...

For a 65-year-old staring at a lifetime of paychecks replaced by portfolio statements, the central question is not just "Did ...

An individual can begin a PPF investment with as little as Rs 500 in a financial year. The total contribution in a year ...

Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

This type of account offers triple-tax benefits, and is especially useful after you turn 65. And the great part is that you can open it well before retirement age.

Nobody wants to pay more taxes, so if you don't need your RMDs, it's easy to see why you might be bitter about having to take ...