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Required Minimum Distribution - RMD

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  1. Age 70 1/2: Think Through Your RMD Choices

    Buying a qualified longevity annuity and tactically timing the first RMD could reduce the tax hit.

  2. Age 70 1/2: Think Through Your RMD Choices

    Buying a qualified longevity annuity and tactically timing the first RMD could reduce the tax hit.

  3. RMD Dilemma: Death in the Age 70 1/2 Year

    Required distributions can get complicated and confusing when someone dies just before his or her 'required beginning date.'

  4. Choate: Navigating My First RMD

    Calculating required minimum distributions on Traditional IRAs, Roths, QLACs, deferred variable annuities, and SEP-IRAs is even more complicated than you might expect.

  5. RMD Surprises!

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

  6. When Should I Take My IRA RMD ?

    Taking it early or late in the year both have pros and cons.

  7. When Should I Take My IRA RMD ?

    Taking it early or late in the year both have pros and cons.

  8. How to Request a Waiver of the RMD 50% Penalty

    The IRS may waive the penalty for required minimum distributions that were missed for 'reasonable' causes.

  9. RMD Conundrums

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

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