In general, anyone with a tax-deferred retirement account must take withdrawals called required minimum distributions (RMDs) ...

Failure to take your RMD before the deadline results in an excise tax penalty equal to 25% of the amount not withdrawn. Prior ...

If you're 73 or older, there's a good chance the IRS is expecting you to take a required minimum distribution (RMD) this year ...

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

When you reach a certain age, you'll likely be required to withdraw a certain percentage of your savings from your retirement account each year. However, these required minimum distributions (RMDs) ...

Calculating your RMD only requires two numbers. You'll need your retirement account balance as of Dec. 31, 2024. Check with ...

The deadline for completing IRS-required withdrawals from certain IRAs is fast-approaching. For retirement account owners who plan on selling an asset to free up cash to complete this required ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

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 ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states have no income tax at all.

The Internal Revenue Service (IRS) has announced the cost-of-living adjustments to the applicable dollar limits for various employer-sponsored retirement and welfare plans for 2026.

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. In the Ask the Editor May 9 column, she answered five questions ...