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Required Minimum Distribution - RMD

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  1. Year-end required minimum distribution planning alert for first-timers

    These pointers can help advisers reduce confusion for new required minimum distribution clients.

  2. Tax Advice for the President-Elect

    Trump has an important RMD decision to make for himself this year and could provide some much-needed tax reform for the rest of us, writes columnist Natalie Choate.

  3. UPDATE: Even more ways to lower your tax bill

    UPDATE: Even more ways to lower your tax bill

  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. 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.

  6. RMD Surprises!

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

  7. 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.

  8. Advisor's Guide to Qualified Charitable Distributions

    Who can do these beneficial transfers, with how much money, to what kinds of charities--and how to execute (and report) the QCD.

  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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