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Required Minimum Distribution - RMD

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  1. UPDATE: Post-tax filing resolutions: Promise to do better

    UPDATE: Post-tax filing resolutions: Promise to do better

  2. RMD Surprises!

    Little-known  RMD issues do pop up every once and awhile.

  3. Ready Your Portfolio for Retirement

    Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.

  4. RMD Conundrums

    Natalie Choate answers reader questions about calculating multiple beneficiary and 'much younger spouse' RMDs.

  5. Tips to Sleep Easy in Retirement

    Morningstar.com readers share their thoughts on the virtues of saving enough, holding a cash cushion, and walking the dog.

  6. Avoid These 8 Mistakes With Your IRA

    Goofs can crop up during the accumulation phase as well as when you roll over monies and take distributions in retirement.

  7. Year-End Tax and Financial Planning Ideas

    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 ...

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