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Required minimum distribution

Required minimum distribution
Personal Finance

Does the 4% Rule Still Make Sense for Your Retirement?

August 7, 2025August 7, 2025 - by Joe Oliver

You may have heard of the “4% rule” when it comes to retirement. The idea is simple: After you retire, you withdraw 4% of your investment portfolio each year. In …

Does the 4% Rule Still Make Sense for Your Retirement? Read More

Older adults
National

IRS Issues Reminder on Required Minimum Distributions and Highlights SECURE 2.0 Act Updates

December 16, 2024December 16, 2024 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service (IRS) has issued a notice to retirement account owners aged 73 and older, reminding them of the deadline to take required minimum distributions (RMDs) …

IRS Issues Reminder on Required Minimum Distributions and Highlights SECURE 2.0 Act Updates Read More
Personal Finance

Which IRA Is Right for You?

November 21, 2024November 21, 2024 - by Joe Oliver

The individual retirement account (IRA) is celebrating its golden anniversary. Created in 1974, this savings vehicle has helped millions of people build resources for retirement. And in 1997, the Roth …

Which IRA Is Right for You? Read More

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