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Required Minimum Distribution - RMD

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  1. Financial Advisor John Zacira of RMD Financial Group Recognized as One of Florida’s Five Star Wealth Managers for 2014

    Financial Advisor John Zacira of RMD Financial Group Recognized as One of Florida’s Five Star Wealth Managers for 2014

  2. Seniors Get a Higher Standard Deduction

    Seniors Get a Higher Standard Deduction

  3. 5 RMD Pitfalls to Avoid

    Make sure your RMD decisions add up from an investment and tax standpoint.

  4. RMD Surprises!

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

  5. Christine Benz's 6-Step Portfolio Checkup

    Morningstar's director of personal finance outlines how to gauge your portfolio's viability, evaluate your allocation, troubleshoot risk factors, and more in this special Web seminar presentation.

  6. RMD Conundrums

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

  7. A Year-End To-Do List for Investors

    Don't forget to top up tax-advantaged accounts and mind taxes as you rebalance your portfolio and stage your RMDs, says Vanguard's Colleen Jaconetti.

  8. Time to Get It Together (Tax Planning, That Is)

    Baird's Tim Steffen offers some pointers on managing capital gains, taking a multiyear approach to income tax planning, and managing your tax liability in retirement.

  9. Breaking the 4% Rule

    Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies ...

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