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.
Income and Tax Planning for Clients Working at 70 or Beyond
By Roger WohlnerOlder workers and their advisors have important decisions to make around RMD planning, tax deductions and health coverage.
May 19, 2026
PRO
How to Keep Client Couples' Simultaneous Retirements From Going WrongCouples who leave the workforce at the same time may be surprised when expectations don't meet reality.
May 14, 2026
PRO
Should Your Client Take Their RMD in Stock?Clients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 11, 2026
How Frontloading Taxes Can Help Prevent Pain in RetirementPaying taxes sooner at lower rates, Wade Pfau suggests, offers "immediate benefits" related to future RMDs.
April 16, 2026
RMD Rules After Divorce Might Surprise Your ClientsUsing a qualified domestic relations order to divide retirement assets doesn't always create a clean break.
April 15, 2026
4 Ways Advisors Help Clients Manage RMDsAdvisors shared real-life examples of how they helped clients minimize these distributions — and lighten the tax hit.
April 15, 2026
Ed Slott: Clients' 2025 Tax Returns Are Key to 2026 PlanningThe returns, which reflect the new tax law, are a "valuable roadmap" for future years, Slott tells ThinkAdvisor.
March 25, 2026
Should Clients Take RMDs Early in the Year or Wait?Timing doesn't affect the amount that must be withdrawn, but both approaches have benefits and drawbacks.