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.
Can a Reverse Rollover Reduce Your Client's Tax Bill?
By Robert Bloink | William H. ByrnesA reverse-rollover strategy can allow clients to minimize taxes on Roth conversions or avoid RMDs.
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.
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.