Avoid early withdrawals from retirement accounts, such as IRAs and 401(k)s, which incur tax penalties. Consider taking some ...

Strategies for minimizing required minimum distributions may include a combination of withdrawals and conversions to Roth ...

The 4% withdrawal rule is a common framework for people who want to make sure their retirement savings last. The strategy entails withdrawing 4% of your savings during your first year of retirement, ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Many investors gain penalty-free access to retirement accounts at age 59½ ...

A SEPP plan allows you to withdraw from a 401(k) or traditional IRA before age 59 1/2 without paying a 10% penalty. Here's how.

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