Business Intelligence | From W.D. Strategies on MSN

5 tips for avoiding penalties on your first required minimum distribution

Retirement planning is full of twists and turns, yet few things cause as much confusion as required minimum distributions.
Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...
A new year raises an old, perennial question about how retirees should optimize the use of their retirement savings.
If you’re nearing retirement or thinking about it, the last thing you want to do is run into financial setbacks.
If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...
The S&P 500 offers a meager 1.1% yield, along with a roller-coaster ride on a regular basis. Most retirees do not like the ...
The share of adults who have a will should be 100%, but it hovers consistently at 30% in the U.S. There's no reason for this.
Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...
Retirees often leave money on the table at tax time. Discover 12 overlooked tax deductions that could lower your tax bill and ...
The threat of a new billionaire tax in California has triggered a wave of wealthy residents heading for the exits. And ...
“On the trade balance, which we know is going to be a deficit, we’re expecting a number around $58 billion,” Santelli said on ...
To be clear, you probably don't want to keep all your retirement savings in a taxable account, because that means losing out ...