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  1. Retirement Plan Riddles and Stumpers

    When is the same distribution both required and not required, and other tax-related enigmas.

  2. UPDATE: How to find a great volunteer vacation

    UPDATE: How to find a great volunteer vacation

  3. Avoid these common RMD mistakes

    Natalie Choate highlights a few pitfalls when taking distributions from retirement accounts during a keynote presentation at InvestmentNews' Retirement Income Summit.

  4. 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.

  5. 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.

  6. 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.

  7. 5 RMD Pitfalls to Avoid

    Make sure your RMD decisions add up from an investment and tax standpoint.

  8. RMD Surprises!

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

  9. Why baby boomer retirements won't destroy the stock market

    Why baby boomer retirements won't destroy the stock market

  10. UPDATE: Why baby boomer retirements won't destroy the stock market

    UPDATE: Why baby boomer retirements won't destroy the stock market

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