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Distributions - req. minimums

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[Official Guidance] Text of 2019 Instructions for IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)
[Guidance Overview] IRS Proposes Update to Minimum Required Distribution Rules
[Guidance Overview] IRS Plans To Update Mortality Tables for Required Minimum Distributions
IRS Proposes Updated RMD Life Expectancy Tables for 2021
[Guidance Overview] IRS Proposes Updated Life Expectancy Tables for Required Minimum Distributions
[Guidance Overview] IRS Proposes New Life Expectancy Tables for RMDs
Retirees' Mandatory IRA Withdrawals Would Shrink Under Treasury Proposal
[Official Guidance] Text of IRS Proposed Regs: Updated Life Expectancy and Distribution Period Tables Used for Required Minimum Distributions
IRA Aggregation Rule: When Many IRAs Become One
[Guidance Overview] RMDs Are Not Just a Participant Headache (PDF)
IRS Ruling Could Alter RMD Timing
How to Fix a Botched RMD to Avoid the 50% Penalty
How a Raising the Age for Required Withdrawals Could Impact Your Retirement
EBSA Missing Participant Investigations Triggered by Social Security Notice of Possible Plan Benefits
Crowdout in the Decumulation Phase: Evidence from the First Year of Required Minimum Distributions
Proposed Tweaks to the 401(k) System Are Small Ball, But Welcome
[Official Guidance] Text of IRS Notice 2019-18: Offering a Lump-Sum Payment Option to Retirees Currently Receiving Annuity Payments Under a Defined Benefit Plan (PDF)
Estimating the Effects of the Required Minimum Distribution Rules on Withdrawals from IRAs
Tricky Timelines If You Miss an RMD
Could the Government Take the Bite Out of RMDs?
[Official Guidance] Text of 2018 Instructions for IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)
What to Do if You Missed Your RMD
Pros and Cons of Completing a Rollover Before Year-End
[Guidance Overview] IRS Extends Transition Relief for New Escheated IRA Tax Withholding, Reporting Rules
Year-End Required Minimum Distribution Considerations
Reasons Why the Smoothed Actuarial Budget Benchmark is Superior to IRS RMD for Developing Spending Budgets
Minimum Distribution Problems: Why They Exist and What Can Be Done
Are RMDs Required for a Retiree Turned Independent Contractor?
Minimum Distribution Problems: Why Most Retirement Plans Have Them and What Can be Done About It
How Early Can a Participant Take RMDs?
Retirement Related Provisions of Tax Reform 2.0 Released
Assessing the Recent Proposals to Reduce RMD Obligations
Managing a Year-of-Death RMD in an Inherited IRA
President Trump Orders Review of Open MEPs, RMD Rules
[Official Guidance] Text of Executive Order on Strengthening Retirement Security in America
Trump Executive Order to Seek Changes to Retirement Accounts
Am I Too Old to Convert My IRA to a Roth IRA?
Whose Life Expectancy Is Used, When a Second-Generation (Successor) Beneficiary Inherits an IRA?
Delaying Qualified Plan RMDs with the 'Still Working' Exception
Most Retirees Only Withdrawing Required Minimum Distribution
'Reasonable Cause' for a Missed Required Minimum Distribution
The Elusive Search: Considerations for Locating Missing Retirement Plan Participants (PDF)
Protect Your Qualified Plan from RMD Failures
What to Do with Missing Participants and Required Minimum Distributions
[Official Guidance] Text of IRS EP Examination Memo TE/GE-04-0218-0011: Missing Participants and Beneficiaries and Required Minimum Distributions -- 403(b) Plans (PDF)
[Guidance Overview] IRS Extends RMD Audit Guidelines for Missing Participants to 403(b) Programs
Clean Up This April with Required Minimum Distributions (PDF)
Stanford Center for Longevity Proposes New Strategy for Retirement Income
Why it's Dangerous to Ignore Undeliverable Mail Sent by Your Retirement Plan
Strategies to Reduce Required Minimum Distributions from Retirement Accounts
Required Minimum Distributions (RMDs): The Out-of-Sight, Out-of Mind-Problem
Delaying the Inevitable: Required Minimum Distributions for Defined Contribution Plans
Missing Participants with Unpaid Required Minimum Distributions: IRS Provides New Audit Guidance
[Official Guidance] Text of IRS Memo for EP Employees on Missing Participants and Beneficiaries and Required Minimum Distributions (PDF)
Spousal Rollover Rules for Inherited Roth and Traditional IRAs
Five Important Ages for Retirement Planning
Rules for Calculating Required Minimum Distributions
Better Budgeting with the IRS RMD Table?
[Discussion] Treat Required Minimum Distribution as a Qualified Charitable Distribution?
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