You may also get to skip an RMD from your workplace retirement plan if you're still employed and own less than 5% of your ...

The majority of adults 73 and older who have to take required minimum distributions (RMDs) -- mandatory annual withdrawals ...

A frustrating thing about working hard to earn money is knowing the IRS will tax a portion of your earnings. Federal taxable income generally includes wages, tips, royalties, commissions ...

As you approach retirement, it’s important to consider how required minimum distributions (RMDs) from your IRA or 401(k) ...

What happens when you, the beneficiary, pass away? What rules apply to someone who inherits the IRA from you, your “successor ...

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You ...

Want to know when you'll get your refund? The IRS has several tools available to help you track its status. If you filed an electronic return, expect a refund and signed up for direct deposit ...

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of ...

Investors should not necessarily draw any conclusions about the funds' investment performance from the amount of these distributions. Each fund estimates that a portion of its distribution does ...

Don’t worry. Even if your tax situation is complex, there are a number of ways to get your tax forms. The IRS no longer automatically mails out tax forms, because most people file online, either ...

If you are 73 or older and need to take an RMD, you must first consult the life expectancy tables published by the IRS each year. In order to calculate the necessary RMD, divide the value of the ...

That is in fact an IRS rule. RMD requirements depend on your age, the account type and whether or not you are still employed. There have been some changes to these rules recently, so let’s ...