With the year drawing to a close, individuals with pre-tax retirement accounts should familiarize themselves with the ...

To avoid situations where someone doesn't make any withdrawals so they don't ever have to pay taxes, the IRS enacts required ...

The IRS eventually comes looking for the tax revenue it didn't get to collect earlier on the money invested within IRAs and other tax-deferred accounts. Just because you withdraw money from a ...

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money to cover living expenses, where should you stash that unneeded cash?

Once you begin taking required minimum distributions (RMDs) at age 73, you must withdraw a set amount each year from your pre ...

Once you hit required minimum distributions age (73), how much control do you have over the timing, amount, and source of your distributions? Let’s examine each of the levers. Retirees exert some ...

Required minimum distributions are yours to use in a way that makes your financial life easier or more satisfying.

Required minimum distributions (RMDs) start in the year you turn 73. Your RMD is determined by your age and account balance at the end of the previous year. Failing to take your RMD could result in a ...

Are you going to be 73 years old (or older) at any point in 2025? If so, whether or not you need it -- or even want it -- you will be legally required to start taking money out of most types of ...

Retirement accounts like the 401(k), 403(b), and traditional IRA are tax-deferred, meaning you get a tax break upfront (the ability to deduct contributions from your taxable income), but you must ...

Are you going to be 73 years old (or older) at any time this year? And if so, do you have any money sitting in one or more non-Roth IRA accounts? If the answer to both of these questions is yes, then ...