Update to our plan for retirement with diverse and changing income sources. Summary of results and observations for the first three years. Key retirement considerations discussion - what we've learned ...

Required minimum distributions start at age 73. For some people, withdrawing money isn't a smart financial move. Here's how 73-year-olds can reduce their RMDs.

You are forced to take minimum distributions, but what you do with that money is up to you.

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

The transition to retirement — going from a steady paycheck to living on a fixed income or pension — can be difficult to navigate. In addition — with inflation, tariffs and potentially soaring rates — ...

If your RMD exceeds your needs, it can feel more like a burden than a benefit of saving for retirement. Retirees can take advantage of temporarily lower asset prices by taking their RMD right now. The ...

I have always said that asset accumulation is easy but the true difficulty is in asset distribution. There is no single plan that is right for everyone. Perhaps the best-known distribution plan is the ...

As the former head of the Pooled Plan practice at a major record keeper, I had hundreds of conversations with advisors, consultants, TPA’s, pooled plan providers, fund partners and others looking to ...

In Fields v. Commissioner, T.C. Memo. 2014-48 (March 19, 2014), the Tax Court determined that a petitioner was liable for a 10 percent additional tax pursuant to Internal Revenue Code Section 72(t)(1) ...