required minimum distributions (RMDs)
News, insights and expert analysis on required minimum distributions rmds from the team at Kiplinger.
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Defusing the Retirement “Tax Bomb” with David McClellan
Tax Breaks If you’ve dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks.
By David Muhlbaum
Tax Breaks -
Will Your Kids Inherit a Tax Bomb from You?
required minimum distributions (RMDs) You’ve carefully saved a lot in tax-deferred retirement accounts, and you hope to pass much of that wealth to your loved ones. Unfortunately, your legacy for your heirs will also include a massive tax bill.
By David McClellan
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Don't Make These Common IRA Mistakes
IRAs IRA expert Ed Slott walks us through common IRA mistakes and missed opportunities that you can avoid.
By Rocky Mengle
IRAs -
A Simple RMD Mistake That Can Cost Retirees Thousands
required minimum distributions (RMDs) Do you know exactly what your required minimum distribution should be? Did you take more than you had to last year? If you need extra cash, there could be a better place to get it.
By Mike Piershale, ChFC
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Should You Take an Extra Big RMD This Year?
required minimum distributions (RMDs) Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
By Mike Palmer, CFP
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An RMD Deadline is Looming – And Missing It Could Cost You Big Bucks
required minimum distributions (RMDs) If you're age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.
By Rocky Mengle
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IRA Tax Planning: Minimizing the RMD Ticking Time Bomb
required minimum distributions (RMDs) Couples with a bit of an age difference have an interesting strategy available to them to reduce taxes on their retirement savings due to required minimum distributions.
By Michael Aloi, CFP®
required minimum distributions (RMDs) -
2 Essential Strategies for Taking Your RMDs
Financial Planning Whether you need to take required minimum distributions to live or find them to be a nuisance, here are some tips to make the most of withdrawing these funds.
By Catherine Siskos
Financial Planning -
12 Questions Retirees Often Get Wrong About Taxes in Retirement
retirement You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
By the editors of Kiplinger's Personal Finance
retirement
