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.
Why Social Security Claiming Comes First in Retirement Planning
By Martha SheddenSocial Security advice is highly sought after, and it affects planning elements like RMDs and sequence of withdrawals.
September 01, 2021
Workers Over 40 Aren't Saving Enough for Retirement: IRIThe retirement saving behavior of workers does not support their retirement income expectations, the study found.
August 30, 2021
How to Get Tax Breaks for Caring for an Aging Family MemberThose who care for a family member who qualifies as a dependent may be entitled to deduct medical expenses.
June 30, 2021
Investors' Top 10 RMD Questions, AnsweredThe Secure and CARES acts have made changes to RMDs. Here's what your clients should know.
June 24, 2021
Secure Act 2.0 Is Popular, but Not Perfect, Retirement Experts SayA politically diverse array of retirement wonks testified in Congress about provisions they wish the bill had, or didn't have.
June 10, 2021
6 Ways to Help Clients Avoid Medicare's IRMAA Surcharges in RetirementWith appropriate income withdrawal strategies, your clients can lessen their exposure to these charges.
June 08, 2021
A Reality Check on Biden's Tax, Infrastructure Plans From Schwab's Man in WashingtonSchwab's legislative and regulatory affairs representative, Mike Townsend, discusses how much of Biden's agenda he thinks is achievable.
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.