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.
Don't Forget These New Rules for RMDs
By Ginger SzalaThe Secure and Cares Acts brought several changes to retirement plan distributions that advisors should be aware of.
November 23, 2020
4 Ways to Soften Fund Investors' Tax Pain: MorningstarIt's nearly time for capital gains distributions, and wealthy clients in taxable accounts may have a decision to make.
August 11, 2020
Put Those RMDs Back. Now.While there are exceptions, taking advantage of the chance to return 2020 RMDs can create outsize tax savings for many clients. But the deadline is fast approaching.
July 13, 2020
Undoing RMDs Already Taken in 2020There are several valid reasons why your clients might opt to repay an RMD.
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.