Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate ...

Retirement savers who convert pre-tax retirement accounts such as IRAs to after-tax Roth IRAs after reaching age 60 can keep growing funds tax-free and then make withdrawals in retirement without ...

Withdrawals from an IRA that start before required minimum distributions (RMDs) are due can reduce the amount of your future RMDs, although not on a dollar-by-dollar basis. RMDs are calculated based ...

How much would you have by age 67 if you contributed $7,500 to your IRA every year starting at age 27? And is it enough to ...

A Roth individual retirement account (IRA) can be a helpful tool for retirement planning. These tax-advantaged accounts offer ...

The 72(t) distribution rule allows retirement savers to make penalty-free retirement account withdrawals before age 59 1/2. Early IRA account access can be enticing but can also come with longer-term ...

Rollovers into traditional IRAs occur evenly across all age groups and play a significant role in the growth of IRA assets, according to research by the Investment Company Institute and the Securities ...

Traditional IRA holders have to take required minimum distributions (RMDs) from their retirement accounts. The current age for RMDs is 72. But lawmakers have a pair of proposals that could raise that ...

This year has seen tectonic shifts in the world of retirement accounts. Some changes — like the new limitations on inherited IRAs — have received a lot of coverage. While others may have gotten lost ...