RMD

On July 1, 2014, the IRS released the Final Regulations for “qualifying longevity annuity contracts” (QLACs). Thanks to these regulations, you will now be able to purchase certain annuity contracts that…

Should you postpone your RMDs? There may be a new reason to do just that.

This may not make much sense now, but following some new regulation, the framework of how we may be able to so some tax planning for Required Minimum Distributions for…

The framework is set, could there actually be a new RMD age?

A required minimum distribution (RMD) is the annual amount of money that must be taken from a qualified retirement plan, such as an IRA, SEP, 401k or any other employer…

A deeper understanding of what you may not know about required minimum distributions.