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Required Minimum Distribution - RMD

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  1. 2 Stumpers Explained: RMD for Deceased Employee and NUA Treatment

    Knowing the rules is more than a good idea--it may also be a legal requirement for advisors.

  2. IRA Annuities: Beware of Death Benefit Taxation

    When an immediate annuity is purchased inside an IRA, the IRA becomes subject to an entirely different set of RMD rules.

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

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

  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. 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. 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.

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