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.
More 401(k) Plans Are Liberalizing Rules Than Cutting Benefits: Survey
By Bernice NapachThe COVID-19 crisis underpins these changes, many reflecting relaxed rules under the CARES Act.
June 28, 2018
Fed Stress Tests Force 6 U.S. Banks to Scale Back DividendsJPMorgan Chase reduced its proposed payout; Goldman Sachs and Morgan Stanley froze them at last year's levels.
September 11, 2017
Required Minimum Distributions and an Account Holder’s DeathIRC Section 401(a)(9) spells out the rules that govern what happens to the account value.
March 16, 2017
Few Big Foundations Exceed Required Distribution MinimumMany very wealthy donors worry about how their money is being used.
August 04, 2016
Restructuring minimums can help new and seasoned agentsSmall clients represent an optimal training opportunity for new agents.
May 09, 2016
PPACA coverage cops are calling your group clientsEmployers can file appeals when exchanges find they fail to provide "minimum essential coverage," officials say.
November 23, 2015
Hatch: HHS blew through its own PPACA deadlineHealthCare.gov was supposed to start sending employers notices about employee APTC requests two years ago.
September 08, 2015
In-Plan Roth Accounts: What Advisors Need to KnowUnderstanding the differences between in-plan Roth accounts and traditional Roth IRAs is increasingly important for advisors.