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

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You ...

What happens when you, the beneficiary, pass away? What rules apply to someone who inherits the IRA from you, your “successor ...

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

Here is my question, which uses hypothetical values for simplicity: My RMD for 2024 is $10,000. Can I avoid paying the IRS the tax on that $10,000 this year by investing the full $10,000 RMD or the ...

In order to calculate the necessary RMD, divide the value of the account (as of Dec. 31 for the year in question) by the distribution period in the appropriate table. What Is the Value of an Annuity?

The Internal Revenue Service (IRS) has announced a one-year delay for the earliest potential effective date of specific ...

That's why the government imposes required minimum distributions ... The IRS publishes a table of life expectancy factors, which is a number based on how long the average person your age will ...

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of ...

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 ...