Director of the Forum for Research into Equality and Diversity at the University of Chester law school and co-vice chair of ...

The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...

Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

My husband will turn 73 on Nov. 16, 2027. How much of an RMD does he have to withdraw in 2027 and should he do it between Nov. 16 and Dec. 31, 2027? What percentage of his retirement assets should he ...

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of ...

Planning for an early retirement requires wrestling with complex variables, including healthcare costs, portfolio returns and ...

Life expectancy divisor: This is a number from the IRS’s Uniform Lifetime Table or Joint Life Expectancy Table, depending on your husband’s age and, if applicable, your age as his spouse.

When one approaches retirement, a lot of big financial decisions need to be made. And, of course, one needs to be informed ...

FG Trade Latin / Getty Images Variable annuities are insurance contracts that provide tax-deferred growth of assets that can ... must first consult the life expectancy tables published by the ...

The request for this estimate was submitted by Maryland Democrat Rep. Steny Hoyer, but the proposal was constructed by Wendell Primus, an economist and long-term Congressional staffer, who spent ...

The Northern Irish Rural Valuers Association (NIRVA), in conjunction with the Central Association of Agricultural Valuers (CAAV), has used available data to look at the impact of the October Budget’s ...

One claiming age within the traditional initial collection range of 62 through 70 is likeliest to maximize lifetime income ...