For many retirees, taxes don’t disappear once the paychecks stop; they simply change form. Withdrawals from retirement ...

The order in which you withdraw money from retirement accounts can significantly impact how much you owe in taxes. One of the most popular withdrawal strategies involves drawing from taxed accounts ...

You may be able to get more income out of your savings each year.

New IRS rule affects high-income earners making 401k catch-up contributions. Workers earning $150,000+ must now use Roth accounts, losing tax deductions.

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's what the data shows.

While an early withdrawal from a 401(k) may have a long-term impact on your retirement fund, it is sometimes necessary. You should still try to limit such a withdrawal to situations that allow you to ...

Hardship withdrawals are like medicine: It's best not to need it, but if you have to take it, be prepared for some discomfort and side effects. One common piece of investing advice suggests only ...