It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

This article discusses what RMDs are, how they work, what accounts have them, when you need to take them, how to calculate ...

You don't have to take RMDs from Roth accounts. RMDs are based on your age and your account balance at the end of the previous year. The $23,760 Social Security bonus most retirees completely overlook ...

This article discusses what your RMDs might be if you have $500,000 tucked away in your retirement accounts. I'll also provide some basic information about RMDs, show you how to do the calculations ...

You may not have to take a required minimum distribution (RMD) if you're under 73, or if the account meets certain criteria. Look at your account balance at the end of the previous year when ...

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 ...

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 ...

While you don’t have much control over when required minimum distributions start, you have a bit of discretion over the amount and especially which accounts you tap. Once you hit required minimum ...

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 ...