required minimum distributions (RMDs)
News, insights and expert analysis on required minimum distributions rmds from the team at Kiplinger.
Latest
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Five Retirement Myths vs the Reality
Believing these myths about retirement could set you down the wrong path. Separating fact from fiction can help you approach your retirement with confidence.
By Tony Drake, CFP®, Investment Advisor Representative
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Here's How Retirement Changes Your Taxes
How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay.
By Joel V. Russo, LUTCF
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A Strategic Way to Address the Tax-Deferred Disconnect
What you don't know could cost you a fortune. Here's how to make the most of a tax-deferred retirement account and possibly save your heirs a bunch on taxes.
By Jim E. Sloan, IAR
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Three Steps to Simplify Paying Your Taxes in Retirement
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties.
By Evan T. Beach, CFP®, AWMA®
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Why Retirees Could Be Hit With a Higher RMD in 2025, and What to Do About It
required minimum distributions (RMDs) A financial planner explains why it's important to know how to calculate your RMDs and what to do if they're higher this year than they were in 2024.
By Chris Gullotti, CFP®
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New Year's Eve RMD Deadline: What to Know and What to Do
Tax Deadlines The year-end deadline for required minimum distributions is critical for many retirees.
By Kelley R. Taylor
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25 Financial Moves to Consider Before December 31
Tidying up your financial house before the New Year kicks off will put you in a great position to have a financially satisfying and successful 2025.
By Jonathan I. Shenkman, AIF®
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Time for Some Fall Financial Maintenance: Here's a Checklist
As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores.
By Adam Frank
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Five Tax Strategies to Help Your Money Last in Retirement
Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there.
By Scott M. Dougan, RFC, Investment Adviser
