Are You Making These 6 Common Required Minimum Distribution (RMD) Mistakes?

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

What Is the Required Minimum Distribution (RMD) for a $500,000 Retirement Account?

In general, anyone with a tax-deferred retirement account must take withdrawals called required minimum distributions (RMDs) ...

5 Required Minimum Distribution (RMD) Mistakes That Are Dangerously Easy to Make

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 ...

2 Required Minimum Distribution (RMD) Rule Changes Retirees Must Know Before 2026

Failure to take your RMD before the deadline results in an excise tax penalty equal to 25% of the amount not withdrawn.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

I was the beneficiary of my late wife’s IRA and 401(k) — but I want our kids to get the cash. Do I still have to take minimum distributions one day?

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

New RMD Rules: Can You Pass This Retirement Distributions Tax Quiz?

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

I was the beneficiary of my late wife’s IRA and 401(k) — but I want our kids to get the cash. Do I still have to take mi

Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine ...

My dad died 30 years ago, but I just found an old IRA with a $30K balance in his name. Can I still claim that cash — and will it all still be there?

Let’s say, for example, that you just discovered your deceased father’s Individual Retirement Account ( IRA ), which had ...

Ten Retirement Tax Plan Moves to Make Before December 31

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
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Terry Savage: It's RMD time again

Time flies— and never so quickly as we approach the annual deadline for taking required minimum distributions from ...
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I'm in my 70s. Should I take the tax hit and withdraw all of my inherited IRA to avoid required minimum distributions?

'I am comfortably retired, but the tax bill is considerable' "Recently, I've wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and Medicare premium hit ...

How does the One Big Beautiful Bill Act affect your charitable donations this year?

In addition to several other changes to tax law, the One Big Beautiful Bill Act of 2025 (OBBBA) creates new ways to handle ...