required minimum distributions (RMDs)
News, insights and expert analysis on required minimum distributions rmds from the team at Kiplinger.
Latest
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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
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This Election, Your Financial Plans Should Focus on Taxes
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden.
By Jared Elson, Investment Adviser
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Eight Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don't let these seven fall through the cracks. You'll thank yourself in 2025.
By Stacy Francis, CFP®, CDFA®, CES™
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When Does a Nest Egg Become a Ticking Tax Bomb?
Retirement savers with big bucks in traditional IRAs and pretax 401(k)s could face huge tax bills when RMDs kick in. One potential solution? A Roth 401(k).
By Dan Flanagan, CPA/PFS, CFP®, AEP®
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Rattled by RMDs? Look No Further
The rules for required minimum distributions (RMDs) have changed in recent years, so here's what to know as the end of the year (and a tax deadline) approaches.
By Pam Krueger
