Failure to take your RMD before the deadline results in an excise tax penalty equal to 25% of the amount not withdrawn. Prior ...

Required minimum distribution amounts are calculated by dividing a life expectancy factor into the relevant account balance ...

For recent retirees, required minimum distributions (RMDs) become a way of life at age 73 (75 if you were born in 1960 or ...

If you're 73 or older, there's a good chance the IRS is expecting you to take a required minimum distribution (RMD) this year ...

“If you use a traditional IRA to purchase a QLAC, that amount is excluded from your RMD calculation. When the annuity ...

The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs ...

Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could ...

Once you hit required minimum distributions age (73), how much control do you have over the timing, amount, and source of your distributions? Let’s examine each of the levers. Retirees exert some ...

It does this by forcing you to take required minimum distributions (RMDs). These are mandatory annual retirement account ...