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 ...

After contributing money to your retirement plan for several years, you will eventually have to take out some of that money. These distributions can go toward living expenses, a new home or any other ...

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 ...

The rule of 55 can benefit workers who have an employer-sponsored retirement account such as a 401 (k) and are looking to ...

"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' ...

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