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.
Roth IRA Conversions Are Key to Long-Term Tax Plans, but Watch Out
By Micah ShilanskiHere's how to prevent your client's CPA from foiling the 5- to 10-year plan you've carefully built.
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.
October 21, 2021
More Workers Keeping Assets in DC Plans After Retirement: J.P. MorganRetirees are spending more than expected in early retirement and should plan to replace 90% of income, the research finds.
September 07, 2021
6 New Findings on How Retirees Draw Down 401(k)s, IRAs: JPMorganResearchers analyzed the real-world behavior of 31,000 people around rollovers, annuities and RMDs.
September 01, 2021
Workers Over 40 Aren't Saving Enough for Retirement: IRIThe retirement saving behavior of workers does not support their retirement income expectations, the study found.
August 30, 2021
How to Get Tax Breaks for Caring for an Aging Family MemberThose who care for a family member who qualifies as a dependent may be entitled to deduct medical expenses.
June 30, 2021
Investors' Top 10 RMD Questions, AnsweredThe Secure and CARES acts have made changes to RMDs. Here's what your clients should know.
June 24, 2021
Secure Act 2.0 Is Popular, but Not Perfect, Retirement Experts SayA politically diverse array of retirement wonks testified in Congress about provisions they wish the bill had, or didn't have.