Key Takeaways One-third of individuals who left a job withdrew their balance in a lump sum rather than rolling it over to their new job or another account.Cashing out before age 59 1/2 incurs a 10% ...

Taking money from your traditional IRA can trigger a 'tax torpedo' on your Social Security benefits. Learn how combined ...

Some people will spend decades saving and investing for retirement, only to discover that they missed a step along the way. That commonly "missed" step? Devising their plan for decumulation − in other ...

There are definite pros and cons to taking a 401(k) withdrawal for this.

It might seem like a good idea, but it could backfire.

SAN DIEGO (KGTV) — If you were born before 1952 and have traditional investment plans, there are some important withdrawal requirements you need to meet or else you may have to deal with penalties.

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 and ...

Dave Ramsey and Suze Orman rarely see eye to eye. Ramsey champions aggressive debt payoff and famously avoids credit cards ...

It's important to know how to handle an earlier retirement than planned.

If you are a retired Baby Boomer, or a Baby Boomer who has done any retirement planning at all, you are almost certainly ...