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.
Debate: What If Roth IRAs Had Lifetime RMDs, Too?
By Robert Bloink | William H. ByrnesTwo professors discuss a proposal to harmonize the RMD rules for Roth and traditional IRAs.
June 10, 2022
Can a Reverse Rollover Reduce Your Client's Tax Bill?A reverse-rollover strategy can allow clients to minimize taxes on Roth conversions or avoid RMDs.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
May 31, 2022
4 Industry Complaints About IRS' Inherited IRA ShockerSeveral industry groups gave the tax authority a piece of their minds over its proposed Secure Act regs.
May 10, 2022
How to Reinvest 'Excess' RMDsOlder clients must take their entire RMD, but that doesn't mean they have to spend it all.
May 06, 2022
Debate: Did the IRS Get It Right on Secure Act RMD Rules?Two professors share their opinions on the IRS' surprising interpretation.
April 29, 2022
Get Ready for New DOL IRA Rollover Guidelines This SummerAdvisors should brush up on rollover standards now to ensure they're ready to comply come July.
April 22, 2022
Use an Annuity to Solve the Stretch IRA Problem: Idea FileGary Mettler says the IRS closed one door but left another door open.