Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

I inherited an IRA from my mother who was already taking RMDs when she passed away. Am I required to take RMDs from the ...

Responding to a recent call from a financial advisor in Nevada, the ERISA consultants at the Retirement Learning Center (RLC) address a question on required minimum distributions (RMDs) and missing ...

If you do not rely on RMDs for living expenses, there are several options to optimize the use of these funds while striving ...

I have a friend who is 80 years old and a disabled Vietnam vet, who purchased a fixed annuity upon retiring from the federal ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

More specifically, the Internal Revenue Service (IRS) requires us to take RMDs annually from accounts such as traditional ...

If you must take RMDs from a retirement account with a balance of $500,000 or more, consider a Roth conversion or these other ...

What do you do if you don't need the money from your required minimum distributions just yet? Here are five ideas.

While you don’t have much control over when required minimum distributions start, you have a bit of discretion over the ...

Recently, I received a host of questions about Roth conversions. So instead of answering one question, I’m going to tackle several today. Q. Dan, what can I do if I converted more than I ...

Should I rollover to my traditional IRA or set up an inheritance? He was already taking RMDs from his traditional IRA. I am 75 years old and have also been taking my RMDs. Would a financial ...