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Required Minimum Distribution - RMD

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  1. 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.

  2. Retirement Accounts: Keep Contributing After Age 70 1/2?

    It may sound strange, but this technique can work well in some circumstances.

  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. 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.

  6. RMD Surprises!

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

  7. 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.

  8. When Should I Take My IRA RMD ?

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

  9. When Should I Take My IRA RMD ?

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

  10. RMD Conundrums

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

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