Little-known RMD issues do pop up every once and awhile.
Investors who build tax diversification, get savvy with RMDs, mind state taxes, and avoid the 'tax torpedo' can lighten their tax loads considerably in retirement, says Morningstar's Christine Benz.
Natalie Choate answers reader questions about calculating multiple beneficiary and 'much younger spouse' RMDs.
What a difference a year makes. Last year, the term “fiscal cliff” was at the forefront of taxpayers’ and investors’ minds. We contemplated how the expiration of the Bush tax cuts, estate tax changes and the AMT patch, combined with the rollout of new health care taxes, would impact an economy ...
Financial planner Michael Kitces argues why retirees need to establish a monitoring process for their withdrawal rates to avoid making permanent financial decisions for temporary market scenarios.
Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...