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Distributions - misc


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Most Retirees Only Withdrawing Required Minimum Distribution
Three Misleading IRS Forms
Expressing Projected Accumulated Savings as Lifetime Retirement Income
Lump Sums Are Most Common Payment Option for Participants in Defined Contribution Retirement Plans
Some Risks Can't Be Modeled
How Living Longer Will Impact Your Retirement
[Opinion] The Actuarial Approach to Retirement Spending
The 4% Withdrawal Rate: Is It Still the Rule of Thumb?
The Search for Certainty in the Uncertain World of Personal Retirement Financing
Retirees Get a 401(k) Withdrawal Headache
How Six Types of Retirement Income Are Taxed
Asset Decumulation or Asset Preservation: What Guides Retirement Spending? (PDF)
Do Stochastic Models Necessarily Do a Better Job of Helping You Determine How Much You Can Safely Spend This Year?
Tax Cut and Jobs Act Loosens Certain Restrictions on Hardship Distributions from 401(k) and 403(b) Plans (PDF)
[Guidance Overview] February Federal Budget Deal Revisits Previously Proposed Changes to Qualified Retirement Plan Rules
[Guidance Overview] Draft Instructions for 2017 IRS Form 8915A: Qualified 2016 Disaster Retirement Plan Distributions and Repayments (PDF)
Simplify Your Retirement with These Money Tips
How to Generate Retirement Cash Flow by Rebalancing
[Guidance Overview] Budget Act Includes Hardship and Other Retirement Plan Relief
Developing a Sustainable Spending Plan vs. Using a Systematic Withdrawal Plan
How to Avoid Penalties on Unpaid 401(k) Loans
Save More for Retirement? Nah, I'll Just Work Longer
Where Do IRAs Fit in Your Retirement Distribution Plan?
[Official Guidance] Text of 2017 IRS Form 8915A: Qualified 2016 Disaster Retirement Plan Distributions and Repayments (PDF)
Unraveling Retirement Strategies: Variable Spending from a Volatile Portfolio
[Guidance Overview] Bipartisan Budget Act of 2018 Brings Changes for Retirement Plans
[Guidance Overview] Congress Eases Restrictions on Hardship Withdrawals
New Tax Law Creates Uncertainty for Some Hardship Distributions
Budget Bill Affects Retirement Plans and Retirees -- Plan Amendments Expected
[Guidance Overview] Impact of Recent Legislation on 401(k) Hardship Withdrawals
[Guidance Overview] Liberalized Hardship Withdrawals and California Wildfire Relief in Budget Act
Should Increasing Your Investment Risk Increase Your Current Spending Budget?
[Official Guidance] Text of IRS Notice 2018-14: Guidance on Withholding Rules (PDF)
[Official Guidance] Text of 2017 IRS Publication 721: Tax Guide to U.S. Civil Service Retirement Benefits (PDF)
Stanford Center for Longevity Proposes New Strategy for Retirement Income
[Official Guidance] IRS FAQs on Recharacterization of Roth Rollovers and Conversions
How to 'Pensionize' Any IRA or 401(k) Plan (PDF)
House Approves Retirement Plan Tax Relief for California Wildfire Victims
It's Time to Perform Your Annual Actuarial Valuation
IRAs, SEPs, SIMPLEs and Qualified Charitable Distributions
Navigating Pension and Annuity Payments: General Rule and Taxation Guidelines
Recreate the Certainty of a Pension in a 401(k) World
Qualified Plan Beneficiary Rules, Part 3
Why IRA Holders Need to Scrutinize IRS Form 5498
Tax Reform: Comparison of Current Law with House-Passed and Senate-Passed Versions (PDF)
Senate Approves Tax Reform with Differences from House Version (PDF)
Spending in Retirement ... or Not?
Modeling Deviations from Assumed Future Experience
[Guidance Overview] Puerto Rico Treasury Department Issues Post-Hurricane Rules for Qualified Retirement Plan and IRA Distributions and Loans
New Tax Reform Bill: Major Changes to Executive Compensation Lead Impact on Benefits and Compensation Practices (PDF)
[Opinion] Common Misperceptions About Using the Actuarial Approach for Personal Financial Planning
Structuring Your Retirement Portfolio for Your Income Needs
Bob Kaufman Retires After 20 Years of Writing Railroad Retirement Benefits Q&A Column
Spousal Rollover Rules for Inherited Roth and Traditional IRAs
Workers Want Lifetime Income But Aren't Sure How to Get It
Five Important Ages for Retirement Planning
Over a Quarter of Seniors Say Retirement Is Worse Than Expected
Funding Your Retirement
[Guidance Overview] New Law Provides Additional Relief for Hurricane Victims (PDF)
A Tax-Advantaged Way to Distribute Employer Stock from Retirement Plans

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