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 ...

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

Failure to take your RMD before the deadline results in an excise tax penalty equal to 25% of the amount not withdrawn.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

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

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

Recently, I’ve wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and ...

Time flies— and never so quickly as we approach the annual deadline for taking required minimum distributions from ...

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One word of caution on waiting until the end of the year: Don't wait too long. If any of the transactions you need to make are delayed, you could fail to meet your RMD and will have to take the extra ...

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

One of the most popular withdrawal strategies involves drawing from taxed accounts first, then tax-deferred accounts, and finally, tax-free accounts. The goal is to withdraw what you need while also ...