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

Most retirees assume that once they've collected their Social Security benefits, that money is theirs. But millions of ...

Divide your account balance by the distribution period next to your name in the IRS' Uniform Lifetime Table. For example, if ...

Four ways to reduce the tax impact of annual IRA required minimum distributions that investors need to start taking by age 73 ...

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.

If you want to avoid RMD penalties, make sure to arrange for the appropriate amount of money to come out of your IRA each ...

Traditional IRA owners must take required minimum distributions (RMDs) each year beginning at age 73. RMDs can be taken at any time during the year and in any pattern. There has not been much research ...

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Have you considered using a QCD vs RMD for charitable giving, reducing your tax burden and ...

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those who inherited an IRA within the last five years. Knowing the rules could ...

Inherited IRA tax rules: Recent IRS changes mandate beneficiaries to empty inherited IRAs within 10 years, with exceptions for certain individuals. Failing to take Required Minimum Distributions (RMDs ...

Make a difference today and save on taxes. It is possible when you support Oxfam America through your IRA.

There's no right or wrong time during the year to take an RMD. So if it's on your radar in February and you decide to move ...