Don’t let mandatory distributions catch you off guard. Test your RMD and QCD knowledge and discover strategies to maximize ...

If your RMD exceeds your needs, it can feel more like a burden than a benefit of saving for retirement. Retirees can take advantage of temporarily lower asset prices by taking their RMD right now. The ...

Federal employees receive a retirement benefit package that includes a pension, a tax-advantaged savings plan and Social ...

Required minimum distributions (RMDs) start in the year someone turns 73. The amount of your RMD depends on your age and account balance at the end of the previous year. Failing to take your RMD could ...

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 ...

For decades, retirement planning has followed predictable scripts: Accumulate assets, convert them into income and draw them down strategically. If something remains at death, that remainder becomes ...

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) ...

AmeriLife leaders highlight how well-trained, licensed professionals are essential to serving Americans' complex ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...