Required minimum distributions are one of the few parts of retirement that are not optional, but how you take them is ...

For some reason in 2023 and early 2024, there has been a wave of layoffs. And once you’re laid off, you have an old 401(k). Now you have options. Do I roll it to my IRA? That’s the most common option.

Taxes are owed on retirement account contributions because those distributions are income similar to any other income you earn. The words "Tampa Bay Times" written in a Gothic font The Tampa Bay Times ...

A 403(b) plan is a valuable tool for retirement, providing a variety of options to manage and distribute your savings. After ...

Taking advantage of the special tax break for net unrealized appreciation on lump-sum distributions from a retirement plan most often was a fairly simple decision, but given all the tax changes that ...

The decision of whether to take a lump sum or an annuity from your pension can be overwhelming. It’s a choice that significantly impacts your financial future, and there’s no one-size-fits-all answer.