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Required Minimum Distribution - RMD

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  1. Annuity Inside an IRA: Know the Rules

    Although both immediate and deferred annuity contracts can be held in an IRA, they have very different consequences under the minimum distribution rules.

  2. UPDATE: Bull trend intact, S&P 500 stages garden-variety pullback

    UPDATE: Bull trend intact, S&P 500 stages garden-variety pullback

  3. 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.

  4. 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.

  5. Baby boomers reach required minimum distribution milestone for retirement accounts

    The first wave of boomers turns 70½ starting July 1, and must start taking distributions from their retirement savings.

  6. 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.

  7. RMD Surprises!

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

  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. When Should I Take My IRA RMD ?

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

  10. When Should I Take My IRA RMD ?

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

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