As you approach retirement, it’s important to consider how required minimum distributions (RMDs) from your IRA or 401(k) ...

Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals. Here are 3 ways to minimize ...

As is the case with anyone nearing retirement age, thinking about minimizing taxes and reducing any future RMDs (Required ...

It's natural to want to spend retirement in a comfortable home with plenty of amenities. But hanging onto a larger property ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

I have always contributed to regular retirement accounts. I started a new job and I'm considering a Roth. We're in a weird situation. My husband just retired and has a pension and Social Security. He ...

Did you know that, in most cases, you must start taking required minimum distributions (RMDs) from your retirement accounts ...

The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says ...

But for retirees who are subject to required minimum distributions from their tax-deferred accounts, those pesky RMDs can ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

The Tax Cuts and Jobs Act lowered tax rates for most taxpayers and nearly doubled the standard deduction. Most provisions of ...