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.
How to Reinvest 'Excess' RMDs
By Ginger SzalaOlder clients must take their entire RMD, but that doesn't mean they have to spend it all.
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.
April 19, 2022
Ed Slott: IRS Secure Act Regs Are 'Final Nail in the Coffin' for IRAs in Estate Plans"RIP IRAs as a long-term planning vehicle," Slott tells ThinkAdvisor.
April 18, 2022
RMDs Crowd Out In-Plan Annuities for Older TIAA RetireesAbout 85% of 2018 TIAA retirees ages 70 and older started out using RMDs to tap their nest eggs.
April 15, 2022
Debate: Are the New RMD Regs for Successor Beneficiaries Too Complex?Two professors discuss the challenge and practicality of proposed rules on when these beneficiaries must empty IRAs.
April 14, 2022
Anti-Annuity Advisors Shouldn't Be in Business, 'Stan the Annuity Man' Says"If you're an advisor who tells clients, 'You should never look at an annuity,' you're a fool," he tells ThinkAdvisor.
April 14, 2022
Where Secure Act 2.0 Gets Complicated: Hopkins, Levine, TreichelRetirement experts explain where the popular bill gets "unnecessarily complicated" and downright odd in a ThinkAdvisor webcast.
April 08, 2022
Debate: Should RMDs Begin at Age 75 Instead of 72?Two professors share their opinions about one of the major changes proposed in Secure Act 2.0.