Learn the early retirement withdrawal rules that allow you to access retirement funds before age 59½ without penalties, including the Rule of 72(t) and the Rule of 55, and how to use them wisely.

Retirees are often surprised to discover that the biggest threat to their nest egg is not market volatility but a sudden spike in taxes once paychecks stop. Required withdrawals, Social Security rules ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

Roth conversions offer a strategic solution for retirees to reduce taxes, maximize retirement income, and leave a legacy of tax-free wealth for heirs. Los Angeles, California, United States, November ...

Delaying Social Security could leave you with larger monthly checks. Sticking with the stock market could help your portfolio grow. Buying municipal bonds could give you predictable income that ...

I last devoted an entire article to Eagle Energy Trust (ENYTF.PK) on March 7 of this year (here). At this time we looked at the potential reasons for the decline in price of this Canadian royalty ...

The FIRE movement involves saving aggressively so you can retire much earlier than normal. It often involves setting aside at least half your paychecks for retirement. This isn't a viable strategy for ...

The newly issued Revenue Ruling 2025-15 clarifies income tax withholding and reporting rules for uncashed retirement plan checks. Generally, adjustments or refunds of income tax withheld on a ...