If you’re taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don’t need the money to cover living expenses, where should you stash that unneeded cash?

Understand when and how to calculate RMDs and avoid stiff penalties from your tax-deferred IRA.

If I can't avoid them, I might as well make the most of them.

Fidelity says these four moves can decide whether your heirs keep more of your money or send a chunk of it to the IRS.

Once you reach the age of 73, the IRS requires you to make minimum annual distributions from non-Roth retirement accounts. You must calculate your own RMD based on the value of your ordinary IRAs as ...

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...

Inherited IRA tax rules: Recent IRS changes mandate beneficiaries to empty inherited IRAs within 10 years, with exceptions ...

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Have you considered using a QCD vs RMD for charitable giving, reducing your tax burden and ...