Browsing Tag
401(k) Distribution Rules
12 posts
RMD Rules Set to Change for Individuals with Lower Account Balances
The Obama Administration quietly inserted a change in the rules for minimum required distributions (RMD) earlier this year…
401(K) and Divorce: Understanding the QDRO
It might sound like shorthand for something your teenager would text, but understanding what a QDRO is and how it affects a successful retirement is critical to your clients moving forward.