It's definitely possible to overthink the matter, but there's also no reason not to think at least a little bit strategically ...

Missing your first required minimum distribution deadline isn't ideal -- but it's far from a disaster. Here's how to fix it ...

Turning 73 marks the year the IRS starts making income decisions for you. Required minimum distributions, or RMDs, are ...

Tax-deferred accounts, like traditional individual retirement accounts (IRAs) and 401(k) plans, let workers delay taxes on qualified distributions, provided they meet income-based eligibility ...

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

Required minimum distributions, or RMDs, are the amounts that must be withdrawn each year from specific retirement plan accounts upon reaching the required minimum distribution age. These mandatory ...

Once you’re 73 years old, the IRS requires you to take taxable distributions from most retirement accounts. There’s a formula that determines your particular minimum withdrawal. Fortunately, you’ve ...

Required minimum distributions are often viewed as a compliance hurdle. With mandatory withdrawals from tax-deferred retirement accounts, there are steep penalties for mistakes. In reality, they ...

Want even bigger tax savings from your donations to charity? Don't let your financial advisor skip telling your abou the QCD tax strategy.

Dear Liz: I’m confused about required minimum distributions from my retirement accounts. I’d like to avoid taxes on my withdrawals, but it seems there is no way to avoid them. Please give me some ...

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 ...