Browsing Tag
Required Minimum Distributions (RMD)
56 posts
Most Retirees Wait Until RMDs to Tap Retirement Accounts
New research paper shows most people don’t tap retirement accounts before required withdrawals (RMDs), and then only withdraw the minimum.
Final Piece of ‘SECURE 2.0’ Puzzle Reintroduced by Portman and Cardin
Retirement reform legislation seems to be just about the only thing Republicans and Democrats can agree on these…
5 Big Ways SECURE 2.0 Would Impact 401(k)s
Summary of five of the key changes currently included in proposed SECURE 2.0 legislation that would have the biggest impact on 401(k) plans.
Senate HELP Committee to Address Retirement Security Thursday
Momentum on Capitol Hill continues to build for addressing significant retirement reform legislation in 2021. Last week, H.R.…
401(k)-Friendly ‘SECURE 2.0’ Bill Advances in House
SECURE Act 2.0 expands retirement savings options, boosts small business incentives, and strengthens financial security for Americans.
As SECURE 2.0 Heads to Markup, Advisors Indicate Strong Support
As the Securing a Strong Retirement Act of 2021 heads to markup on Capitol Hill this Wednesday, a…
Neal Lays Out Ways & Means Priorities for Further Retirement Reform
House Ways and Means Committee Chairman Richard E. Neal (D-MA) has long been a champion of legislative retirement…
Congressman Wants to Eliminate Required Minimum Distributions (RMD)
Rep. Kevin Brady, R-Texas, discussed the SECURE Act and its possible successor, SECURE 2.0, during a live webcast on Thursday.
What’s Behind ‘SECURE 2.0’ Provision to Boost RMD Age to 75?
One of the most consequential provisions of the bipartisan retirement reform legislation “Securing a Strong Retirement Act of…
IRS Deadline to Return Unwanted 2020 RMDs Fast Approaching
Time is running out for retirement account holders to roll back any unwanted required minimum distributions (RMDs) they…