A $10,000 bank transaction triggers the government to automatically look into it. Learn what actually happens.

Taking money out of a Roth individual retirement account without triggering income taxes or penalties is trickier than you ...

Maximize your savings by understanding Roth IRA withdrawal rules. How can you avoid tax penalties? Let your funds grow and ...

When you make a withdrawal from a standard 403(b) account, the amount distributed to you is taxed at your regular income tax rate. If you have a Roth 403(b) account, you won't owe any taxes ...

Question: I’m preparing for retirement and trying to figure out where I should go for money to meet my income needs. I understand that it’s important to start by withdrawing from some accounts ...

It’s yours, isn’t it? And it’s just sitting there ... “It almost certainly would be a better choice. A withdrawal from a taxable brokerage account would also be better.” ...

A safe withdrawal rate is the percentage of your ... who say the rule has become a cookie-cutter prescription that doesn’t account for retirees’ varied financial needs. Orman says those ...