Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

A new rule for the federal government’s retirement plan will allow enrolled workers and retirees to convert funds to Roth accounts.

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RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be ...

The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly ...

I am 62 and retired. I just got my first Social Security check. My wife is 53 and still works. I have all the retirement ...

Answer: You're correct. Normally, someone must be at least age 59 ½ to make penalty-free 401 (k) withdrawals. But there's a ...

I’m 68 and recently retired and have about $1.4 million in accounts intended for retirement ($1.2 million in a Traditional IRA and $110K in a Roth). I also am receiving about $47,000 annually in ...