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.
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital Gains
By Razi HechtWell-meaning retirement income moves can often have surprising tax consequences.
May 05, 2021
Why Secure Act 2.0 Should Fly Through Congress: Michael FinkeDelaying RMDs and increasing access to cheaper investments are "easy" problems compared with fixing Social Security, he told ThinkAdvisor.
May 05, 2021
Top 9 Retirement Changes in 'Secure 2.0' Bill That's Headed to HouseBesides raising the RMD age to 75, the bill also boosts auto-enrollment and catch-up contributions and expands some investment options.
May 03, 2021
Bill to Boost RMD Age to 75 Up for First Vote WednesdayThe Securing a Strong Retirement Act of 2021 would also expand auto-enrollment and catch-up contributions in 401(k)s.
April 23, 2021
Human Capital: Ed Slott on Why Raising RMD Age Is 'Useless'Slott also zeros in on how rollover advice is a central aspect of DOL and SEC best-interest rules.
April 21, 2021
Avoiding an Inherited IRA Tax Time Bomb Under the Secure ActWithout proper planning, the tax consequences of the new "10-year rule" for emptying inherited IRAs can be serious.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
April 16, 2021
Reg BI Exams' Scope Has Been Expanded: FINRA's Cook"Going forward, we're really expecting nothing shorter than compliance with the rule," the FINRA CEO says.