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.
April 01, 2021
How to Minimize Taxes When Social Security, RMDs Kick InManaging the sequence and amounts of withdrawals from different types of accounts is crucial for retirees and their advisors.
March 18, 2021
How the Rising RMD Age Could Affect Your ClientsOne group of retirees is particularly likely to change behavior as the RMD age rises, a study found.
March 18, 2021
Don't Forget These New Rules for RMDsThe Secure and Cares Acts brought several changes to retirement plan distributions that advisors should be aware of.
January 19, 2021
Bill to Raise RMD Age to 75 Is Coming Back in New CongressWays and Means Chairman Richard Neal tells ThinkAdvisor he plans to reintroduce the Securing a Strong Retirement Act.
January 12, 2021
4 Things Retirees Should Know About RMDs, Withdrawal Strategies in 2021Morningstar's Christine Benz spoke with Vanguard's Maria Bruno on retirement income planning in this unusual year.
November 23, 2020
4 Ways to Soften Fund Investors' Tax Pain: MorningstarIt's nearly time for capital gains distributions, and wealthy clients in taxable accounts may have a decision to make.
August 11, 2020
Put Those RMDs Back. Now.While there are exceptions, taking advantage of the chance to return 2020 RMDs can create outsize tax savings for many clients. But the deadline is fast approaching.
July 13, 2020
Undoing RMDs Already Taken in 2020There are several valid reasons why your clients might opt to repay an RMD.
June 23, 2020
IRS Extends RMD Rollover Relief Under CARES ActIRS pushed the 60-day rollover period for any RMDs already taken this year to Aug. 31.
May 27, 2020
What's in the Next Stimulus Package?Two lawmakers see more required minimum distribution relief being included in the next coronavirus stimulus package.