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Crunching the Numbers on Pension Lump Sums, Part 2
Investing for Income in Retirement
Combining the IRA Rollover Rules for Surviving Spouses with the Separate Account Rules
Generating Income During Retirement
How to Manage Withdrawals When You Retire During a Bear Market
[Official Guidance] Text of 2018 IRS Publication 575: Pension and Annuity Income (PDF)
Winning the Retirement Game: Be Flexible and Have a Plan
[Guidance Overview] Implementing the New Hardship Withdrawal Regs
Hardship Distributions and Recent IRS Changes
'Gap Analysis' for IRA Beneficiaries
[Official Guidance] Text of 2018 Instructions for IRS Form 8915B: Qualified 2017 Disaster Retirement Plan Distributions and Repayments (PDF)
Actuarial Approach for Retiree Spending and Pension Funding Use the Same Basic Actuarial Principles
[Official Guidance] Text of 2018 IRS Publication 575: Pension and Annuity Income (PDF)
[Guidance Overview] IRS 401(k) Plan Fix-It Guide: Hardship Distributions Were Not Made Properly
[Official Guidance] Text of 2018 IRS Form 8915B: Qualified 2017 Disaster Retirement Plan Distributions and Repayments (PDF)
If You Aren't Separately Budgeting for Non-Recurring Expenses, You Probably Don't Have a Robust Retirement Spending Budget
[Guidance Overview] IRS Issues Proposed Regs Modifying Hardship Distribution Rules
[Guidance Overview] The 403(b) Hardship Distribution That's Not a Hardship Distribution Under the Proposed Regs
Decumulation Confusion
[Official Guidance] Text of 2018 IRS Publication 590-B: Distributions from IRAs (PDF)
[Guidance Overview] We're in a New York State of Distributions
Deferred Income Annuities Enhance Retirement Readiness (PDF)
Is the Partial Government Shutdown Affecting Your Benefit Plans?
New Insights Into Real-World Retirement Spending Behaviors
[Official Guidance] Text of 2018 Instructions for IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)
Expand Your Spending Categories in 2019 for Better Personal Retirement Budgeting and Planning
[Opinion] SPARK Comment Letter to IRS on Proposed Hardship Distribution Regs (PDF)
[Guidance Overview] IRS Issues Updated Eligible Rollover Distribution Notices
Assessing Economic Resources in Retirement: The Role of Irregular Withdrawals from Tax-Advantaged Retirement Accounts
Finding Your Tax Equilibrium Rate When Liquidating Retirement Accounts
Developing a 2019 Retiree Spending and Withdrawal Budget
[Official Guidance] Text of 2018 IRS Form 8915A: Qualified 2016 Disaster Retirement Plan Distributions and Repayments (PDF)
[Guidance Overview] IRS Issues Proposed Regs Amending Rules for Hardship Distributions
Retirement Plan Withdrawal Trends
[Official Guidance] Text of IRS Publication 939: General Rule for Pensions and Annuities (PDF)
Reasons Why the Smoothed Actuarial Budget Benchmark is Superior to IRS RMD for Developing Spending Budgets
Why Now Might Be the Time to Eliminate a Hardship Distribution Provision
Making Charitable Donations of Stock Instead of Cash After Tax Reform
[Guidance Overview] Proposed Amendments to the Hardship Distribution Regs (PDF)
Tips to Maximize the Tax Savings of Your QCDs and RMDs
Better Budgeting with an Actuarial Approach
New Hardship Rules, Other Statutory Changes Reflected in Newly Proposed 401(k) Regulations
[Guidance Overview] IRS Proposes Regs on Hardship Withdrawals
[Guidance Overview] IRS Issues Much Anticipated Hardship Guidance
How Much Cash Should Retirees Have on Hand?
DOL Guidance Addresses Fiduciary Status and Fees Under Program Facilitating Portability of Automatic Rollovers
[Guidance Overview] DOL RCH Advisory Opinion Illustrates the Difficulties Inherent to Bulk IRA/Auto Portability Programs
DOL Proposes Prohibited Transaction Exemption Allowing Vendor's Automatic Account Transfers
[Guidance Overview] IRS (Finally) Answers Questions About 2019 Hardship Distributions
Creating Retirement Paychecks from a Volatile Portfolio
A Better Nest-Egg-to-Lifetime-Income Translator
How to Effectively Take Early IRA Distributions Without Penalty
Tax-Efficient Charitable Giving of Savings or Retirement Benefits
Approaching the Decumulation Phase of Retirement (PDF)
[Guidance Overview] IRS Updates Guidance on Safe Harbor Notices for Eligible Rollover Distributions
[Guidance Overview] IRS Updates Required Tax Notice to Address Plan Loan Offsets and Other Law Changes
How to Figure Out What You Can Safely Withdraw in Retirement
[Official Guidance] 2018 IRS Form 4972: Tax on Lump-Sum Distributions from Qualified Plans of Participants Born Before January 2, 1936 (PDF)
[Official Guidance] Draft 2019 Form 1099-R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)
Retirees: Use Online IRS Withholding Calculator to Avoid Unexpected Taxes on Pensions
 
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