Life expectancy is increasing. If you're close to retirement age, here's what you might want to spend your time doing, and how to pay for the lifestyle you want.

Learn how to quickly calculate Year-to-Date (YTD) values in Excel using Pivot Tables — a simple trick that saves time and ...

If you’ve celebrated your 73rd birthday (or will soon), it’s time to gift yourself with some of your retirement money. It’s ...

Jim Thorpe Area School District’s board of directors tabled a motion on Wednesday night to approve a Municipal Revenue Services agreement that would allow the district to sell its delinquent real ...

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

Required minimum distribution amounts are calculated by dividing a life expectancy factor into the relevant account balance from Dec. 31 of the preceding year. For instance, to calculate RMD amounts ...

Learn the median net worth for Americans aged 35–44, why some people pull ahead while others fall behind, and what you can do now to strengthen your own financial footing.

Failure to take your RMD before the deadline results in an excise tax penalty equal to 25% of the amount not withdrawn. Prior ...

One notable exception from the table is Slaughter and May which is a general partnership and would therefore be exempt from ...