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.
October 10, 2023
Try These RMD Options for 6 Common Client SituationsWhile rules for retirement accounts may be complicated, there are strategies to best organize annual withdrawals.
October 06, 2023
Here's Some Good News About RMDs in 2023: Christine BenzOne benefit of 2022's difficult markets is lower RMDs for many retirees, Morningstar's personal finance director says.
August 03, 2023
2023 RMD Rule Changes: 3 Common Client QuestionsChanges due to the Secure acts can result in confusion. Here's what advisors and clients should know.
July 25, 2023
Debate: Will 2023 RMD Relief Come Back to Haunt IRA Beneficiaries?Some IRA beneficiaries may actually face higher total tax liability, one of our Tax Facts experts argues.
July 24, 2023
Secure 2.0 Act Supercharges the QCD as an RMD Alternative for 2023Taxpayers can now use a QCD to satisfy their RMD obligation while creating an income stream.
July 24, 2023
6 New IRS Guidelines Advisors Should KnowDigital assets, RMDs, and HSAs are just a few of the topics addressed so far in 2023.
July 17, 2023
IRS Issues New 2023 RMD Relief for IRA BeneficiariesNew guidance also gives 72-year-olds who mistakenly started RMDs early extra time to return the money.
June 01, 2023
Inherited IRAs: 3 RMD Options for Surviving SpousesPost-Secure Act, they can still take RMDs over their lifetime. But there are other options, and limited time to choose.
May 23, 2023
Ed Slott: The IRA Conversation Advisors and Clients Must Have NowSlott talks to ThinkAdvisor about upcoming tax changes, Social Security's future and how to handle missed RMDs.
April 21, 2023
Don't Let Cognitive Decline Derail Financial Plans, RMDsKeeping RMDs on track is one way advisors can help clients with Alzheimer's, attorney Mitch Mitchell says.