UPDATE: April 1st is no joke for retirement account holders
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Little-known RMD issues do pop up every once and awhile.
Age 62? 70? Financial need, longevity, and lifestyle all factored into these readers' decisions.
In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.
Natalie Choate answers reader questions about calculating multiple beneficiary and 'much younger spouse' RMDs.
Make sure your RMD decisions add up from an investment and tax standpoint.
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.
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.
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.