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

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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 ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's ...

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

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

Range explores how a backdoor Roth IRA works, why it’s valuable for high-net-worth households, and the specific steps and tax ...

He should’ve been taking RMDs from his qualified funds annually, but he only withdrew funds once during the 10-year period. We are trying to help him correct that mistake. The fixed annuity was ...

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.

Sequence-of-returns risk refers to the danger that the timing of some of the market's inevitable downturns -- and your ...