What appears simple may carry a second-order effect.

RMDs can be made in either cash or property, and there might be good reasons to distribute stock or other property.

Strategies for minimizing required minimum distributions may include a combination of withdrawals and conversions to Roth ...

Converting your retirement account to a Roth could make all the difference.

First RMD must be taken by April 1 after turning 73, future RMDs due by Dec. 31 yearly. RMDs are calculated by dividing year-end account balance by IRS life expectancy factor. Missing an RMD deadline ...

Certain kinds of tax-advantaged retirement accounts allow you to invest with pre-tax dollars and benefit from tax-deferred growth. The government eventually wants to get its cut, though. So, there are ...

You loved the tax break you got when you made retirement account contributions. But now that you're old enough for required minimum distributions (RMDs), you might wish you had gotten the taxes out of ...

A substantial number of elderly, retirement-age investors are failing to take required minimum distributions, or RMDs, a new Vanguard report shows. This ultimately results in tax penalties, which can ...

If you have your retirement savings in a traditional IRA or 401(k), you won't always have complete control over how you withdraw that money. Once you turn 73 or 75, depending on your year of birth, ...