Required Minimum Distributions

Boomer U: Lifelong Learning for Seniors Heading Back to the Classroom May 6, 2019 1:18 PM   |  

Seniors are returning to the classroom to continue their education and skills for a more fulfilling and meaningful retirement.

5 min read  |  Retirement Lifestyle
How to Take In-Kind Distributions from Your Traditional IRA May 1, 2019 4:00 AM   |  

Stuck with an RMD? You don’t have to take it in cash. Here’s what you need to know about in-kind distributions from your IRA to your brokerage account.

5 min read  |  Plan Distributions
What Baby Boomers Can Do When Volatility Hits Near Retirement April 15, 2019 4:00 AM   |  

Baby boomers will soon start to enter retirement, and with life expectancy extending, there will be many volatile factors to consider for your own retirement.

5 min read  |  Retirement Planning
Avoid Costly Mistakes: IRA & 401(k) Withdrawal Tax Penalties April 5, 2019 4:00 AM   |  

Learn about contributions, withdrawals, and distributions to help you avoid paying tax penalties on your retirement accounts.

5 min read  |  Tax Strategy
Near-Identical Cousin? 403(b) Plans & Tax Implications Explained February 1, 2019 4:00 AM   |  

What's the difference between a 401(k) and a 403(b)? Find out when the 403(b) might work for you.

5 min read  |  IRA & 401k Plans
Social Security: How It Works and Strategies to Maximize Your Benefits January 23, 2019 4:00 AM   |  

Learn how Social Security works and how to maximize your benefits and retirement income.

5 min read  |  Social Security
What to Do With an Old 401(k)? 4 Choices to Consider January 11, 2019 4:00 AM   |  

Learn about the available choices on what to do with a 401(k) held at with a former employer.

6 min read  |  IRA & 401k Plans
Working Toward Retirement Goals? Consider the Max IRA Contribution November 20, 2018 4:00 AM   |  

How can maxing your IRA contributions help you in the coming tax season?

5 min read  |  IRA & 401k Plans
It’s That SIMPLE: Setting Up Simple IRAs for Small Businesses November 16, 2018 4:00 AM   |  

The SIMPLE IRA can be an inexpensive retirement savings tool that employers may choose for their workers and themselves as well.

3 min read  |  Small Business
Inherited an IRA? Now What? Understand Your Choices July 11, 2018 4:00 AM   |  

If you’ve inherited an IRA, you may be trying to decide what to do with the money. Your choices vary depending on your relationship to the deceased IRA account owner.

6 min read  |  IRA & 401k Plans
Retirement & Tax Strategies for Income Protection February 13, 2018 7:00 PM   |  

Retirement tax planning can help prevent taxes from chewing up retirement savings. Consider these retirement tax planning strategies, including required minimum distributions, to help protect your retirement income.

4 min read  |  Plan Distributions
Have You Done Your Annual Retirement Planning Checkup? November 14, 2017 11:00 PM   |  

As the year winds down, it’s time to assess your retirement accounts, look at your retirement plan and determine if you should make an annual contribution.

3 min read  |  IRA & 401k Plans
It's Your Time—How to Shed the Worry and Guilt in Retirement March 7, 2017 11:00 PM   |  

You've worked hard to save for retirement, so now it's important to enjoy the fruits of your labor.

4 min read  |  Retirement Lifestyle
Inherited IRAs and Complex Rules: What You Need to Know January 18, 2017 11:00 PM   |  

Inherited IRAs may be simple exchanges for spouses, but require a little more work for those family members and friends who aren’t.

4 min read  |  IRA & 401k Plans
Late-Year Retirement Checkups = Great. Automating? Even Better December 22, 2016 7:00 PM   |  

Use the final months of the year for retirement account tune-ups, including automated steps that can help you avoid penalty risk.

4 min read  |  Tax Strategy
New Job: Should Your 401(k) Stay, Go, or Roll Over? A Look at IRAs August 31, 2016 12:00 AM   |  

Before getting settled into your new job, think about what to do with your 401(k). Should you leave it alone, join a new plan, or roll over to an IRA?

3 min read  |  IRA & 401k Plans
Getting Ready to Retire? Know The Tax Implications April 28, 2016 7:00 AM   |  

It’s important to know how tax rules differ in retirement, when your income is typically lower.

3 min read  |  Tax Strategy
There's Still Time: 5 Tax and Investing Moves Before Year End December 9, 2015 7:01 PM   |  

Don’t get caught flat-footed when it comes to year-end tax and investing moves.

4 min read  |  Tax Strategy
Making the Most of IRA Withdrawals November 3, 2015 3:00 AM   |  

After years of contributing to your IRA, making withdrawals can take some getting used to. We’ve gathered some possible alternatives to help you manage your mandatory withdrawals.

3 min read  |  Plan Distributions
Age-Beaters: Longevity Annuities May Be Your Income Answer October 18, 2015 8:00 PM   |  

After rule changes, deferred income annuities known as Qualified Longevity Annuity Contracts (QLACs) offer delayed income payments as late as age 85 for IRAs.

4 min read  |  Annuities
Back to Work? When an Encore Career Just Doesn’t Pay July 14, 2015 8:00 PM   |  

Working in retirement can stretch your budget and your mind. But there are tax, IRA withdrawal, and Social Security benefits to consider.

6 min read  |  Retirement Lifestyle
New Year’s Resolution: Get Up to Speed on New IRA Rollover Rule December 1, 2014 7:00 PM   |  

As new IRS rules on IRA rollover distributions take effect in 2015, it’s important investors understand the implications for taxes and retirement planning.

5 min read  |  IRA & 401k Plans
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