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

This is one retirement move you really want to get right.

Once that money is distributed, you can use it as you please. So if I don't need my RMDs to cover bills, part of my plan is ...

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 ...

Update to our plan for retirement with diverse and changing income sources. Summary of results and observations for the first three years. Key retirement considerations discussion - what we've learned ...

Put the following five distribution missteps on your radar, so you don't inadvertently reduce your tax refund.

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 ...

The transition to retirement — going from a steady paycheck to living on a fixed income or pension — can be difficult to navigate. In addition — with inflation, tariffs and potentially soaring rates — ...

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) ...

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 ...