RMDs

New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.

In an analysis stretching back to 1926 of 75 different retirement scenarios, Craig Israelsen compares five different retirement portfolio withdrawal strategies, from a fixed annual amount to the 4% rule and RMD withdrawals.

The Internal Revenue Service is extending tax relief on required minimum distributions from inherited retirement accounts not made in 2024 after providing similar relief in recent years.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

An in-depth look at the provisions of the new act and how they impact retirement planning.

Wealthy retirees seem to have scored big in Congress' sweeping year-end spending package.

An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.

Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.

Blindly following the decades-old industry guideline is dangerous; tapping into 401(k)s if needed while delaying Social Security is smart.

Heirs of IRAs and 401(k)s won't need to take annual distributions before cashing out within a decade of receiving the plans, the agency says.

Experts have identified a dozen credits, deductions and more as worth particular attention this year.

After a waiver, required minimum distributions from certain retirement accounts — including traditional IRAs and 401(k)s —return for 2021.

The agency began digging into the massive tax law addressing issues that needed immediate clarification.

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

A comprehensive guide to how these provisions affect retirement plans

Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know

The rollover period has been extended to Aug. 31, allowing some clients to breath a sigh of relief.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

By making the right moves, retirees can reduce their taxable income and owe less in capital gains taxes, an expert says.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.