Calculating your Required Minimum Distribution is a straightforward process once you have the information you need from the IRS.

Understanding how a qualified charitable distribution (QCD) works is important. Not only could the donation lead to several tax benefits, but the money donated may substantially impact the charity of ...

"Distribution Coverage" - What Does It Mean? One of the issues that comes up a lot, and generates many questions, is the whole topic of "distribution sources." Especially, where do our funds' ...

Required minimum distributions (RMD) are mandatory withdrawals seniors must take from their retirement accounts starting at age 73. RMDs are not a set dollar amount. Rather they're a sliver of your ...

Properly implemented, an in-service distribution could be a worthwhile money move to consider, allowing you financial flexibility rarely associated with most retirement accounts. But how do you know ...

Are you currently 73 years old (or older), and have any money in an IRA? If the answer to both of these questions is yes, you've got just a few days left to make a move that will sidestep a ...