A George Mason University finance professor gamed out three common strategies on RMDs to find the best option.

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

The market's recent rebound and current bullishness is giving some retirees good reason to make these withdrawals as soon as ...

Required minimum distributions (RMDs) aren't optional. If you've reached age 73 and haven't started taking yours or forgot, Suze Orman has some advice to offer.

Not taking your RMD could subject you to severe tax penalties. Here’s what could happen if you don’t take it, and what to do ...

I do the missed RMD, the makeup as a separate distribution. You don’t have to do that, but it’s a practical tip if you want to isolate it and you ever want to trace it back.” ...

While required distributions can be taken in the form of a transfer of stocks, bonds, funds, or other assets from an IRA (called an in-kind distribution), most people will receive the RMD in the ...

Taking RMDs toward the end of the year is usually the most sensible strategy To summarize, people who turn 73 in 2025 and have a tax-deferred retirement account must take their first RMD by April ...

The IRS has issued a crucial reminder for retirees in the U.S.: those turning 73 in 2024 must take their first Required Minimum Distribution (RMD) from their retirement accounts by April 1, 2025.

One key topic to understand well is the required minimum distribution (RMD). It's vital to be familiar with RMDs, because the penalty for not taking them on time is steep. Image source: Getty Images.

The RMD amount will typically appear on Form 5498, IRA Contribution Information, in Box 12b. For a 2024 distribution due by April 1, 2025, the amount is shown on the 2023 Form 5498, usually issued ...