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RMD

Still-working Exception and RMDs: Today’s Q&A Mailbag

This week's Slott Report Mailbag looks into the still-working exception and RMDs.

Are You Taking an RMD for the First Time in 2018?

This week's Slott Report Mailbag examines inherited IRAs and retirees taking RMDs for the first time.

10 Things to Know About the Still-Working Exception

Are you approaching retirement age and not looking forward to being forced to take unwanted required minimum distributions (RMDs) from your retirement account? You may be looking for a way to delay those distributions. You may have heard about the “still-working” exception, which can allow RMDs to be put off. Will this exception help you? Here are 10 things you need to know.

The Rules and Strategies When You Inherit an IRA From Your Spouse: This Week’s Q&A

This week's Slott Report Mailbag looks into RMDs and spousal IRA beneficiaries.

IRA RMD Basics for the First Year’s Distribution

Every year more Baby boomers move toward age 70 ½ and their first required distributions from their retirement accounts. For those boomers born between July 1, 1946 and June 30, 1947, you turned 70 ½ in 2017. You now need to take your first required minimum distribution (RMD) from your IRA accounts. Here are the basics of that first distribution.

RMDs to a Trust Beneficiary of an IRA

In the past couple of weeks, I have heard the wrong answer to the question of where required minimum distributions (RMDs) must go to a trust beneficiary from both an advisor and an IRA custodian.

How Familiar Are You with NUA Rules? This Week’s Q&A.

This week's Slott Report Mailbag examines NUA rules and the "still working" exception.

Inherited IRAs – When do RMDs Begin?

We are frequently asked when required minimum distributions (RMDs) begin when an individual inherits an IRA. As with most things related to IRAs, the answer is, it depends.

Are You Over 70.5 Years Old and Still Working? Take Advantage of These Benefits: This Week’s Q&A

This week's Slott Report Mailbag looks into 403(b) plans, RMDs, still-working exceptions, and trusts. 

Are You Over 70.5 Years Old and Still Working? Understand Your Options With RMDs: This Week’s Q&A

This week's Slott Report Mailbag examines RMDs when you are still working past 70.5 years old and inheriting multiple IRAs.

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