Browsing Tag
Required Minimum Distributions (RMD)
56 posts
IRS Reminds Seniors: No RMD in 2020
The Internal Revenue Service is reminding seniors and retirees that they are not required to take money out of…
IRS Announces CARES Act RMD Relief
If a retiree took a required minimum distribution but is having second thoughts in the wake of COVID,…
Survey: Half of Americans Have or Will Tap into Retirement During Pandemic
A new survey found that three in 10 Americans have already dipped into their 401(k)s or other retirement…
Dem-Proposed ‘Heroes Act’ Includes Further RMD, Pension Relief
A number of retirement provisions are included in the sprawling 1,815-page HEROES Act, released by House Democrats on…
‘CARES 2’ Could Include More RMD Relief
RMD relief in next stimulus could ease required withdrawals. See what Congress may change and how it could affect 401k and IRA savers.
New CARES Act RMD and Rollover Rules: Chart
CARES Act RMD Waiver gives 2020 relief by pausing required distributions from retirement plans and IRAs, with rollover options available.
Good Reasons Not to Raid that 401(k)
Learn the risks of 401(k) hardship withdrawals and when tapping retirement funds might be the last resort for financial relief.
New Tax Planning Tool Helps Advisors Enhance Retirement Plans to Fit Client Goals
Allowing advisors to have deeper conversations with clients regarding different retirement plan tax strategies is the idea behind…
SECURE Act Subject of New CFP Exam Prep Resource
SECURE Act CFP Exam updates for July 2020 help candidates prepare with key changes, tips, and learning objectives for success.
Cares Act RMD, Early Withdrawal Waivers: A Closer Look
Learn how the 401k RMD Waiver 2020 helps retirees avoid penalties and manage withdrawals under the CARES Act.