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Required Minimum Distributions

4 Smart Uses for RMDs

David A. Dedman | Posted 12.03.2015 | Business
David A. Dedman

Even though your RMD is taxable, that doesn't mean you can't reinvest it back into tax-free municipal bonds. Muni bonds interest is federally tax-free and often state tax-free.

Required IRA and 401(k) Withdrawal Rules for Retirees

Jim T. Miller | Posted 11.09.2015 | Fifty
Jim T. Miller

The old saying "you can't take it with you" is definitely true when it comes to Uncle Sam and your tax-deferred retirement accounts. Here's what you should know about required retirement account distributions along with some tips to help you avoid extra taxes and penalties.

Required Minimum Distributions: What Are the Dates And Deadlines?

Carrie Schwab-Pomerantz, CFP | Posted 05.25.2015 | Money
Carrie Schwab-Pomerantz, CFP

I'm turning 70 in a few months and know I'll be forced to withdraw money from my retirement accounts. How does that work and are there some special rules I need to be aware of?

Over 70-and-a-Half? Don't Forget About Mandatory IRA Withdrawals

Jason Alderman | Posted 02.10.2014 | Fifty
Jason Alderman

With final holiday preparations looming, the last thing anyone wants to think about is next April's tax bill. But if you're over 70-and-a-half and have any tax-deferred retirement accounts (like an IRA), you'd better put down the wrapping paper and listen up.

Deadline Approaches for Mandatory IRA Withdrawals

Jason Alderman | Posted 01.30.2012 | Business
Jason Alderman

Because calculating required minimum distributions can be fairly complicated, especially the first time out, you may want to give yourself the gift of a session with a financial planner for your 70th birthday -- or sooner, if possible.