I am a 68-year-old woman married to a 75-year-old man.

Anyone turning 73 in 2025 will have to start taking required minimum distributions. RMDs are typically due by the end of the ...

Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals. Here are 3 ways to minimize ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

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I realize that when I need to start taking my RMDs, I will be pulling out more than $100,000 a year, which will significantly boost me into a higher tax bracket. The remaining $1 million or so of ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

Did you know that, in most cases, you must start taking required minimum distributions (RMDs) from your retirement accounts ...

As is the case with anyone nearing retirement age, thinking about minimizing taxes and reducing any future RMDs (Required ...

“But what about my RMDs?” That’s the question I’ve heard the most frequently in the context of our research on safe withdrawal rates. For retirees seeking to take a fixed real withdrawal ...

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You'll have to pay income taxes on the amount you withdraw. Those with ...

The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...