For some retirees, the hands-on approach is the only way to go. If you prefer to have control over each distribution, ...

New research points to the equal-installments strategy as the ideal for making the mandatory withdrawals. A lump-sum approach ...

Key Points By automating, you can decide in advance how often you want to make withdrawals. Automation helps ensure ...

It’s important to note that the IRS had delayed implementation of the final rules governing inherited IRA RMDs — until this year, 2025.

RMDs are mandatory withdrawals from retirement accounts that you must make. Diversification remains just as important as when ...

Allowing your retirement account to grow with the still-working exemption may be the ideal option, but it's essential to ...

What are required minimum distributions (RMDs)? A required minimum distribution is money that must be taken out of a retirement savings plan. More specifically, RMDs are the minimum amounts that ...

A George Mason University finance professor gamed out three common strategies on RMDs to find the best option.

Don’t let unneeded RMDs inflate your tax bill. From QCDs to 529 plans, here are 6 strategic was to use those RMDs you don't need.

As always, your RMDs are due by the end of the year. In this year, if you don't take out the minimum distributions by December 31, 2024, the IRS will penalize you with a special excise tax.

He was already taking RMDs from his traditional IRA. I am 75 years old and have also been taking my RMDs. Would a financial adviser be able to help us figure this out?” (Looking for an adviser?

If you’re required to take RMDs in the year of death after the account owner passes away, the calculation method is based on the RMD they would have received. Following IRS rules, the RMD for ...