Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. How much should you withdraw from your retirement savings in ...

Planning for lasting retirement income requires a thoughtful strategy, especially with factors like longevity, market volatility and evolving lifestyle needs in play. As retirement approaches, one of ...

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research ...

Required minimum distributions start at age 73. For some people, withdrawing money isn't a smart financial move. Here's how 73-year-olds can reduce their RMDs.

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it’s also vital to consider long-term capital gains taxes, or the amount you’ll pay ...

You have to start taking required minimum distributions once you turn 73. You don't have to spend your RMD; you can reinvest it or give it to charity. Using these strategies can help you get more bang ...

Retirement accounts like a 401(k) or IRA come with some big advantages. Perhaps the most attractive benefit of these accounts is you can defer your taxes until retirement. Doing so could give you more ...

Forbes contributors publish independent expert analyses and insights. Approaching retirement can feel uncertain with many questions arising, like how you’ll spend your now open-ended free time and how ...