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  1. A Year-End To-Do List for Investors

    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.

  2. UPDATE: How to cut your tax bill by the end of the year

    UPDATE: How to cut your tax bill by the end of the year

  3. A Tax-Smart Strategy for Managing Retirement Withdrawals

    Vanguard retirement expert Maria Bruno shares tips retirees can use for sequencing withdrawals from their retirement accounts.

  4. RMD Surprises!

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

  5. RMD Conundrums

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

  6. Dos and Don'ts for Year-End Tax Planning

    Tips for managing capital gains distributions, harvesting tax losses, and taking required minimum distributions.

  7. Research and Markets: Respiratory Care Equipment and Supplies - 2014 Global Strategic Business Report

    Research and Markets: Respiratory Care Equipment and Supplies - 2014 Global Strategic Business Report

  8. Benz's Fourth-Quarter Punchlist for Retired Investors

    Moving into the year's final stretch, retirees should review their withdrawal rates, RMD and tax strategies, and current Medicare coverage, says Morningstar's Christine Benz.

  9. Even Higher-Income IRA Owners Take Pre-RMD Withdrawals

    Most IRA owners limit withdrawals to required minimum distributions, according to a new report from the Employee Research Benefit Institute. Nevertheless, a substantial number of higher-income retirees take withdrawals before age 70-1/2 and those non-required distributions may be relatively large, ...

  10. Year-End RMD Reminders

    When an IRA beneficiary isn't named, there's trouble.

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