Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Required minimum distributions from IRAs and 401(k)s can become a major ...

Did you know that, in most cases, you must start taking required minimum distributions (RMDs) from your retirement accounts each year once you reach age 73? IRS rules require that you take withdrawals ...

After declaring three weeks ago that obesity was a disease, the Internal Revenue Service determined last week that people are going to live longer. The first decision gave obese people a tax deduction ...

Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...

Are you going to be 73 years old (or older) at any point in 2025? If so, whether or not you need it -- or even want it -- you will be legally required to start taking money out of most types of ...

'I am comfortably retired, but the tax bill is considerable' "Recently, I've wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and Medicare premium hit ...

Once you hit required minimum distributions age (73), how much control do you have over the timing, amount, and source of your distributions? Let’s examine each of the levers. Retirees exert some ...

The IRS eventually comes looking for the tax revenue it didn't get to collect earlier on the money invested within IRAs and other tax-deferred accounts. Just because you withdraw money from a ...