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Required Minimum Distribution - RMD

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  1. 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 ...

  2. RMD Surprises!

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

  3. RMD Conundrums

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

  4. How to Get Closure on IRA Mistakes

    Several recent cases reveal that IRA owners are exposed to IRS scrutiny for alleged IRA errors for a lot longer than they might have thought.

  5. Favorite Retirement Holdings for the Intermediate Term

    Morningstar readers name their favorite core bond funds, TIPS, and allocation vehicles for the middle portion of their portfolios.

  6. Your Retirement-Readiness Checklist

    Here's a step-by-step guide to making sure your in-retirement financial plan is on track.

  7. Favorite Investments for Short-Term Retirement Assets

    Readers share where they're holding money they expect to spend within the next year or two.

  8. Year-End Tax and Financial Planning Ideas

    What a difference a year makes.  Last year, the term “fiscal cliff” was at the forefront of taxpayers’ and investors’ minds.  We contemplated how the expiration of the Bush tax cuts, estate tax changes and the AMT patch, combined with the rollout of new health care taxes, would impact an economy ...

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