Other than Social Security, what’s the best source of monthly income in retirement? Here’s what annuities can do.

A required minimum distribution (RMD) is the minimum amount of money you must withdraw from your retirement plans annually ...

Avoid costly tax mistakes with your IRA. Learn how skipping IRS Form 8606 cost one investor $50,000—and how you can protect ...

The more modestly you can live, the easier your retirement. And here's a secret: You can live like a millionaire in retirement, if you have a roof over your head that's paid for, and you enjoy your ...

Here is just one example: The order in which you withdraw money from accounts can make a difference. You should start with taxable accounts, then tax-deferred accounts and finally tax-free accounts, ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

I want to do a Roth conversion from my traditional IRA in the amount of $250,000. It’s my understanding that I have to pay ...

The reconciliation package currently under consideration in Congress—officially titled the 2025 One Big Beautiful Bill ...

If you withdraw earnings you've made on investments in a Roth IRA before age 59 and a half, you'll incur a 10% early withdrawal penalty and may be subject to income tax.

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

Navigate Roth IRA withdrawals by learning when you are eligible to make a withdrawal, tax matters, whether you may face penalties, and exceptions to the rules.

Required minimum distributions (RMDs) aren't optional. If you've reached age 73 and haven't started taking yours or forgot, Suze Orman has some advice to offer.