Missing this deadline could result in easily avoidable penalties.

Being aware of these changes can help you avoid unnecessary penalties.

As the year draws to a close, retirees should review how required minimum distributions (RMDs) are calculated.

An individual retirement account, more commonly referred to as an IRA, is a good place to save for your retirement. Once you reach a certain age, though, you'll have to start taking a minimum amount ...

The Secure Act is the most significant legislation affecting qualified retirement plans in more than a decade. Changes to the minimum distribution rules are among the most significant changes because ...

Required minimum distributions (RMDs) on tax-deferred retirement accounts start at age 73 for individuals born between 1951 and 1959. The Secure 2.0 Act eliminated RMDs on Roth 401(k) plans and Roth ...

This could result in major tax savings -- and it might make you feel good, too.

That’s the top question I receive when I’m out and about talking about retirement portfolio planning, including some of the safe spending rate research that our team has been producing since 2021.

In general, anyone with a tax-deferred retirement account must take withdrawals called required minimum distributions (RMDs) beginning at age 73. RMDs are calculated by dividing the retirement account ...