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  1. 5 big tax rip-offs that should be repealed

    5 big tax rip-offs that should be repealed

  2. 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.

  3. 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.

  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. 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. 5 RMD Pitfalls to Avoid

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

  7. RMD Surprises!

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

  8. RMD Dilemma: Death in the Age 70 1/2 Year

    Required distributions can get complicated and confusing when someone dies just before his or her 'required beginning date.'

  9. UPDATE: Everything you need to know about required minimum distributions

    UPDATE: Everything you need to know about required minimum distributions

  10. When Should I Take My IRA RMD ?

    Taking it early or late in the year both have pros and cons.

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