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.
Secure Act 2.0 Is Popular, but Not Perfect, Retirement Experts Say
By Melanie WaddellA politically diverse array of retirement wonks testified in Congress about provisions they wish the bill had, or didn't have.
May 25, 2021
Secure Act 2.0: What Retirement Experts Think of 4 Key ProvisionsHere's what 401(k) pioneer Ted Benna and others had to say about some major parts of the proposal.
May 21, 2021
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital GainsWell-meaning retirement income moves can often have surprising tax consequences.
May 06, 2021
Wade Pfau Makes Case for Raising Top Social Security Claiming Age to 72Letting retirees further delay claiming, while allowing benefits to rise, would be more helpful than delaying RMDs, he tells ThinkAdvisor.
May 06, 2021
Ways and Means Brushes Past Talk of Secure 2.0 Annuity ProvisionsThe only H.R. 2954 annuity provision mentioned involves variable annuity fund menus.
May 05, 2021
Why Secure Act 2.0 Should Fly Through Congress: Michael FinkeDelaying RMDs and increasing access to cheaper investments are "easy" problems compared with fixing Social Security, he told ThinkAdvisor.
May 05, 2021
Top 9 Retirement Changes in 'Secure 2.0' Bill That's Headed to HouseBesides raising the RMD age to 75, the bill also boosts auto-enrollment and catch-up contributions and expands some investment options.
May 03, 2021
Bill to Boost RMD Age to 75 Up for First Vote WednesdayThe Securing a Strong Retirement Act of 2021 would also expand auto-enrollment and catch-up contributions in 401(k)s.