Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those who inherited an IRA within the last five years. Knowing the rules could ...

There's a reason people are often willing to forgo the up-front tax break that comes with funding a traditional IRA and save ...

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 ...

At 73, you’ve reached a significant milestone, which is a result of a lifetime of hard work, planning, and perseverance. Congratulations! However, this particular birthday also comes with an essential ...

Most people take RMDs toward the end of the year, which is probably better if you’re doing other things like qualified charitable distributions. First-time RMD takers can delay until April 1, but they ...

With the upcoming deadline for taking required minimum distributions from IRA and 401(k) plans for 2019, I’ve been getting questions about these RMDs and how the new Secure Act that was part of an ...