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.
4 Ways to Soften Fund Investors' Tax Pain: Morningstar
By Ginger SzalaIt's nearly time for capital gains distributions, and wealthy clients in taxable accounts may have a decision to make.
June 23, 2020
IRS Extends RMD Rollover Relief Under CARES ActIRS pushed the 60-day rollover period for any RMDs already taken this year to Aug. 31.
May 27, 2020
What's in the Next Stimulus Package?Two lawmakers see more required minimum distribution relief being included in the next coronavirus stimulus package.
May 21, 2020
Fidelity Launches Rewards Program for Wealth ClientsThe program offers a credit card and other benefits for clients with at least $250,000 invested in wealth management offerings.
May 18, 2020
Unwrapping RMD Waiver Details in CARES ActClients with special circumstances may be especially confused over the impact of the 2020 RMD waiver.
May 05, 2020
More 401(k) Plans Are Liberalizing Rules Than Cutting Benefits: SurveyThe COVID-19 crisis underpins these changes, many reflecting relaxed rules under the CARES Act.
April 23, 2020
Sen. Cardin Signals More RMD Relief in Next StimulusIRA expert Ed Slott says he hopes lawmakers eliminate RMDs altogether.
April 17, 2020
Wells Fargo Cuts Fee, Minimum for Its Robo-Advisory ServiceWells Fargo's digital offering now has one of the lowest minimums to qualify for advice from a human advisor.