required minimum distributions (RMDs)
News, insights and expert analysis on required minimum distributions rmds from the team at Kiplinger.
Latest
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Eight Year-End Financial Tasks to Check Off Your To-Do ListThe 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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Rattled by RMDs? Look No FurtherThe 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
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Five December 31 Tax Deadlines for RetireesThe end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives.
By Evan T. Beach, CFP®, AWMA®
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Three Strategies to Cut Your Taxes in RetirementAll that money in your tax-deferred retirement accounts? Uncle Sam is going to want his cut, so here's how to prepare for that.
By Michael Miller
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Don't Wait: Make Your Year-End Money Moves NowNow is a great time to minimize your upcoming tax bills, get your RMDs in order and make sure your investments are on track for a prosperous new year.
By Nico Pesci
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Three Key Facts to Know About Your RMDsIf any of your retirement savings are in a tax-deferred account, then you will face required minimum distributions (RMDs). Not having a strategy could prove costly.
By Kevin Divecha, CRFA
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The Best Way to Defer RMDs (and Their Tax Bills): QLACsConcerned about RMDs? Worried about outliving your retirement savings? A qualified longevity annuity contract defers some RMDs and guarantees lifetime income.
By Ken Nuss
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These Are the Key Decisions You Need to Make for RetirementThese important issues are all connected and can affect your taxes, likely setting them at a certain level for the rest of your retirement.
By Erik Bowman, RICP, NSSA
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How to Optimize Your RMDs in RetirementNo matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions.
By Isaac Morris
