Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
Meet the First Tax Planning Certified Professionals
By John ManganaroThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 05, 2025
This Simple Mistake Turns an Inherited IRA Into a Tax BombBeneficiaries often overlook one step, inadvertently causing the entire account balance to become currently taxable.
May 29, 2025
How to Make the Most of RMDsFor clients with more complex financial situations, logistical issues surround when and how the distributions are taken.
May 19, 2025
How Roth Conversions Fit Into 2025 PlanningFor the right clients, 2025 could be a good year for this strategy for a number of reasons.
May 05, 2025
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions RemainClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.
April 16, 2025
How to Take RMDs in a Down MarketIRA and 401(k) investors can't avoid withdrawals forever, but many can use a downturn to their advantage.
April 14, 2025
New Bill Allows Charitable IRA Rollovers to Donor-Advised FundsThe bill would help advisors and clients make better use of a "vastly underutilized" planning tool, analyst Jeff Bush says.
April 09, 2025
Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?