required minimum distributions (RMDs)
News, insights and expert analysis on required minimum distributions rmds from the team at Kiplinger.
Latest
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I have to take a $22,000 RMD by the end of the year, and I don't need the money. What should I do with it?We ask financial experts for advice.
By Maurie Backman
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2 Alternatives to Required Minimum Distributions (RMDs)If the thought of paying taxes on your RMDs is stressing you out, consider these two options to save on taxes and anxiety.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Eight Things No One Tells You About RetirementMaking Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
By Rachel L. Sheedy
Making Your Money Last -
Ask the Editor, May 9 — Reader Questions on QCDsIn our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable distributions (QCDs).
By Joy Taylor
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April RMD? Five Tax Strategies to Manage Your 2025 IncomeTaxable Income The April 1, 2025, deadline for required minimum distributions (RMDs) is fast approaching for retirees who turned 73 in 2024.
By Kelley R. Taylor
Taxable Income -
How Roth Accounts Can Ease Your Tax Burden in RetirementStrategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you love.
By Jim Hanna
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Kick the IRS to the Curb in RetirementThat 401(k) or traditional IRA you've filled with your hard-earned money could turn into a tax bomb. Before it blows, see if a Roth could help rescue you.
By Scott Mallernee, CRPC®
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10 Tax Topics Every Retiree Should Know AboutA little knowledge can go a long way toward saving on your tax bill. Print this out and take it to your tax planner so you can have a productive chat.
By Michael Miller
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Five Retirement Myths vs the RealityBelieving 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
