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.
New IRS Life Expectancy Tables Mean Lower RMDs in 2022
By Ginger Szala"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.
December 13, 2021
RMD Planning for 2021 and BeyondA client's tax situation and whether or not they need money from the RMDs are key factors to consider.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 07, 2021
5 RMD Bills Introduced in 2021Secure 2.0 aims to raise the RMD age to 73 starting Jan. 1, 2022, but the measure has not yet been taken up by the full House.
December 07, 2021
10 Top Annuity Bills Introduced in 2021Lawmakers were busy introducing annuity-related bills this year as sales of the products were booming.
December 01, 2021
8 Ways to Finish the Year StrongSensible advice from the sales trenches: People who finish the year strong start the next year strong.
November 29, 2021
Top 12 RMD Tax Facts to KnowRMD rules can be complicated, and getting them wrong can have expensive consequences.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.