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.
MLP Distributions Not Tied to Oil Prices: Experts
By Janet LevauxIn the past 12 months, midstream MLPs have boosted distributions 7.5%, despite the rapidly falling price of crude.
July 17, 2015
Have clients wanting to defer RMDs? MetLife offers a solutionA QLAC version of MetLife's Guaranteed Income Builder now lets seniors defer a portion of their RMDs and income tax.
May 22, 2015
Optimizing the SEPP decisionYour client can choose from three distribution methods and any violation of the compliance regulations will trigger penalties.
April 28, 2015
Here's how to maximize the value of IRAsThe most important year in the IRA life cycle happens earlier than many clients think.
April 28, 2015
Here's how to maximize the value of IRAsThe most important year in the IRA life cycle happens earlier than many clients think.
April 27, 2015
To Maximize the Value of IRAs, Take Action When Client Is 69IRA owners will say the year in which you turn 70 is most critical, but it's the prior year when clients can reduce RMDs.
March 30, 2015
Taking RMDs early in the year: the case for and againstConsider encouraging clients to take their required minimum distributions now to avoid potential for error.
March 30, 2015
Taking RMDs early in the year: the case for and againstConsider encouraging clients to take their required minimum distributions now to avoid potential for error.