The 4% withdrawal rule is pretty popular among retirees, but you can get away with a 5.5% withdrawal rate with this strategy ...

A: If you already have an HSA, then yes, you can make tax-free withdrawals from it to pay your Medicare premiums. Once you enroll in Medicare, though, you won’t be able to make further contributions ...

He insists it’s better to use our regular assets to live on and let the IRA monies grow as long as possible. I’d rather save ...

I’m 65. Can I use a health savings account to pay my Medicare premiums? I do not collect Social Security yet. Answer: If you already have an HSA, then yes, you can make tax-free withdrawals from it to ...

Federal Reserve data show how Americans in their mid-60s to early 70s handle retirement savings, income, and spending as they adjust to life after full-time work.

New advisory outlines considerations for inherited traditional IRAs and 401(k)s under current distribution rules ...

The rules that determine how much of Social Security gets taxed can be confusing, even for the most careful planners. They ...

Age 59 is a financial milestone as it marks the transition between retirement saving and strategizing distributions.

Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.

The Trump Accounts for kids under 10 will receive $1,000 investment if the child is born between 2025 and 2028. But older kids can have accounts, too.