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

Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals.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

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

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

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

Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

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 ...

I am 70 and I have $1.4 million in traditional IRAs. Is it best to do $160,000 in Roth conversions for the next 1-3 years to reduce my high RMDs in about 5-10 years? That would put me in the 24% tax ...

To close out the 2019 calendar year, President Trump signed the "SECURE Act" into law. Fully titled, "Setting Every Community Up For Retirement Enhancement Act of 2019," the law provides ...

The consulting firm that built and manages RIBridges has paid $5 million to the state of Rhode Island for expenses associated ...

This takes the form of required minimum distributions (RMDs). Required minimum distributions currently start at age 73 for many retirement accounts. It’s not uncommon to reach an age when the ...

The Government Pension Offset was more draconian. It cut spousal and survivor Social Security benefits by two-thirds of the non-covered pension, often to zero. Many married, divorced and widowed ...