If you're 73 or older, there's a good chance the IRS is expecting you to take a required minimum distribution (RMD) this year ...

A required minimum distribution (RMD) is the government's way of ensuring you'll pay taxes on money you once contributed to a ...

The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs ...

It won't change this year's tax bill, but it can help prevent investment slippage and lower taxes on future gains.

Time flies— and never so quickly as we approach the annual deadline for taking required minimum distributions from ...

Calculating your RMD only requires two numbers. You'll need your retirement account balance as of Dec. 31, 2024. Check with ...

Leo S. Lo does not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and has disclosed no relevant affiliations beyond their ...

If you have a large IRA balance, an annuity might help you diversify the savings. The sweet spot for doing Roth conversions is before you start taking out the required minimum distributions (RMDs) so ...

Question: “My wife died in 2017, the year prior to her 70 ½ birthday. We were both 69 when she passed. I was the sole beneficiary of her regular IRA and kept her account separate from my own IRA. My ...

With so much attention on protein lately, you might wonder if you’re getting enough. Grocery store shelves are lined with protein-fortified breakfast cereals and snack foods, and cottage cheese ...

Unfortunately, you can’t time the market on required minimum distributions (RMDs). RMDs are calculated based on two factors: the value of your portfolio and your age, both as measured at the end of ...

With so many federal employees facing an unexpected end to their federal careers, it might be a good time to go over some of the tax rules. Paying taxes is necessary, however, paying a tax penalty ...