Based on the letters I’ve received from frustrated readers, clarity and relief are now here. On Feb. 28, the IRS released its official final version of Publication ...

If anything can be blamed for creating chaos in the world of required minimum distributions (RMDs), it’s COVID-19. In response to the financial disruption caused by the pandemic – and in hopes of ...

What are RMDs anyway, and how are the required amounts determined? According to the IRS, you cannot keep retirement funds in your tax-favored account indefinitely. As a rule, you must start taking ...

Unfortunately, since the new tables were finalized so late in 2020, they were not applicable in the beginning of 2021 as scheduled. The IRS pushed off their effective date for an additional year to ...

In a previous Forbes post on inherited IRAs, I discussed the importance of making sure an RMD (required minimum distribution) was taken before the end of the year by a person inheriting an IRA ...