Retirees should understand how required minimum distributions (RMD) are calculated.

This is one retirement move you really want to get right.

RMDs are mandatory withdrawals from pretax retirement accounts. Find out how RMDs work and when you'll need to start taking them.

The IRS charges an excess accumulation penalty if a retirement account owner or beneficiary does not withdraw the required minimum distribution (RMD) for the year.

It is important to have a good grasp of required minimum distribution (RMD) rules and the tax implications that come with them. That can help you manage your tax planning effectively in retirement. To ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

In Fields v. Commissioner, T.C. Memo. 2014-48 (March 19, 2014), the Tax Court determined that a petitioner was liable for a 10 percent additional tax pursuant to Internal Revenue Code Section 72(t)(1) ...

The transition to retirement — going from a steady paycheck to living on a fixed income or pension — can be difficult to navigate. In addition — with inflation, tariffs and potentially soaring rates — ...