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.
November 23, 2015
Hatch: HHS blew through its own PPACA deadlineHealthCare.gov was supposed to start sending employers notices about employee APTC requests two years ago.
September 08, 2015
In-Plan Roth Accounts: What Advisors Need to KnowUnderstanding the differences between in-plan Roth accounts and traditional Roth IRAs is increasingly important for advisors.
August 26, 2015
MLP Distributions Not Tied to Oil Prices: ExpertsIn the past 12 months, midstream MLPs have boosted distributions 7.5%, despite the rapidly falling price of crude.
July 17, 2015
Have clients wanting to defer RMDs? MetLife offers a solutionA QLAC version of MetLife's Guaranteed Income Builder now lets seniors defer a portion of their RMDs and income tax.
July 17, 2015
Have clients wanting to defer RMDs? MetLife offers a solutionA QLAC version of MetLife's Guaranteed Income Builder now lets seniors defer a portion of their RMDs and income tax.
May 22, 2015
Optimizing the SEPP decisionYour client can choose from three distribution methods and any violation of the compliance regulations will trigger penalties.
April 28, 2015
Here's how to maximize the value of IRAsThe most important year in the IRA life cycle happens earlier than many clients think.
April 28, 2015
Here's how to maximize the value of IRAsThe most important year in the IRA life cycle happens earlier than many clients think.
April 27, 2015
To Maximize the Value of IRAs, Take Action When Client Is 69IRA owners will say the year in which you turn 70 is most critical, but it's the prior year when clients can reduce RMDs.