Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
December 07, 2021
5 RMD Bills Introduced in 2021Secure 2.0 aims to raise the RMD age to 73 starting Jan. 1, 2022, but the measure has not yet been taken up by the full House.
December 07, 2021
10 Top Annuity Bills Introduced in 2021Lawmakers were busy introducing annuity-related bills this year as sales of the products were booming.
December 01, 2021
8 Ways to Finish the Year StrongSensible advice from the sales trenches: People who finish the year strong start the next year strong.
November 29, 2021
Top 12 RMD Tax Facts to KnowRMD rules can be complicated, and getting them wrong can have expensive consequences.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 09, 2021
How and Why to Use Roth IRAs in Estate PlanningThe Secure Act has made Roth IRAs more valuable as a tax-efficient way to pass assets to heirs.
November 09, 2021
Roth IRA Conversions Are Key to Long-Term Tax Plans, but Watch OutHere's how to prevent your client's CPA from foiling the 5- to 10-year plan you've carefully built.
November 03, 2021
IRA Holders Can Reap Extra Tax Benefits With This Charitable StrategyQualified charitable distributions are more than a giving strategy; they can help retirees reduce RMDs and taxable income.
October 29, 2021
Biden Plan Drops Retirement Changes, Leaves Backdoor Roths IntactMeanwhile, retirement trade group IRI is shifting its efforts toward the Secure Act 2.0, which raises the RMD age.
October 26, 2021
Why Social Security Claiming Comes First in Retirement PlanningSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.