required minimum distributions (RMDs)
Get trusted required minimum distributions (RMDs) insights, news and features.
Latest
-
One Important Retirement Age Milestone People Tend to Forget
retirement RMDs creep up on people, and they can come with unintended tax consequences. So savvy folks plan ahead ... way ahead.
By Sam Dixon, Investment Adviser Representative Published
retirement -
Secure Act Calls for Changes to IRAs, RMDs
IRAs Nixing the age cap for contributions and raising the age to start required minimum distributions could affect workers, retirees and heirs.
By Rachel L. Sheedy Published
IRAs -
How Much Can You Contribute to a Roth 401(k) for 2019?
401(k)s The Roth 401(k) contribution limit increased by $500 to $19,000 for 2019. Workers 50 and older can save an extra $6,000 for retirement.
By Thomas H. Blanton Published
401(k)s -
How Much Can You Contribute to a Roth IRA for 2019?
IRAs The Roth IRA contribution limit is $6,000 for 2019, up from $5,500 in 2018. Retirement savers 50 and older can contribute an extra $1,000. Income limits apply.
By Thomas H. Blanton Published
IRAs -
New Law Could Change Rules for IRA Withdrawals
IRAs Under the proposed legislation, you would have more time to take IRA distributions.
By Kimberly Lankford Published
IRAs -
Critical Choices for IRA Beneficiaries
retirement Inheriting a traditional IRA comes with a bit of a learning curve: RMDs, taxes, deadlines, penalties, spousal rules, non-spousal rules ... all are important to know and understand.
By Carlos Dias Jr., Wealth Adviser Published
retirement -
How to Avoid Required Distributions from a Roth 401(k)
retirement Rolling a Roth 401(k) into a Roth IRA can eliminate required distributions for investors who want their money to continue to grow tax-free.
By Eileen Ambrose Published
retirement -
10 Things Anyone Considering a QCD Should Know
IRAs Givers and getters can benefit from this charitable giving tax strategy by donating their RMDs, but there are several rules that you need to follow.
By Scott Staton, Investment Adviser Representative Published
IRAs -
Is Your 401(k) or IRA a Sleeping Tax Bear?
retirement Tax-deferred accounts could lead to an unwelcome retirement surprise, so start planning now to tame the beast.
By Scott Tucker, Investment Adviser Representative Published
retirement