01 Apr Do I have to report this distribution on my 2020 tax return?
The CARES Act made changes to retirement distributions in 2020....
19 Jan Can my IRA benefit from COVID-related tax changes?
The CARES Act changed the rules for retirement distributions in 2020....
24 Dec Do I have to eventually draw down my IRA account to zero?
While you must take distributions, you don't have to empty the account. ...
22 Oct Do I have to take a retirement withdrawal this year?
Coronavirus relief rules have changed what happens for Required Minimum Distributions. ...
16 Oct I didn’t take my RMD. What should I do now?
Forgetting to take a retirement distribution can be a costly mistake. ...
01 Oct Do I have to take money from my 401(k) or IRA in 2020?
The CARES Act allows you to skip your Required Minimum Distribution in 2020. ...
20 Apr Should I wait before taking from my retirement account?
The SECURE Act allows you to delay taking your first required distribution. ...
21 Jan When do I take my IRA distribution under SECURE Act?
Recent legislation changes when you have to take your first IRA distribution. ...
13 Nov I just turned 70. How will this IRA distribution count?
Once you turn 70 1/2, you're required to take fund from your IRA....
11 Oct When do I take my second RMD from an IRA?
When you first start taking distributions, the rules can be confusing. ...