There's plenty to like about retirement accounts like 401(k)s and traditional IRAs. Both types of accounts allow your ...

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

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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 ...

Using an in-kind distribution allows you to stay invested in your preferred securities, ensuring you don't miss any big days in the market. That's important because you can attribute a huge portion of ...

Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals.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 ...

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You ...

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

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

Required minimum distributions are another confusing issue when annuities are in retirement accounts, but it really is a simple issue. The mandate to take RMDs still applies when an IRA or 401(k ...

Qualified contracts—those held in individual retirement accounts (IRAs) or other tax-advantaged plans, like 401(k)s—are subject to the same required minimum distribution (RMD) rules as other ...