“If you use a traditional IRA to purchase a QLAC, that amount is excluded from your RMD calculation. When the annuity ...

You've probably got a lot on your end-of-year to-do list -- holiday shopping, meal prep, maybe a trip to plan. You may have ...

The following four late-year money moves can help boomers end this year and start the next one on a strong financial footing.

RMDs, or required minimum distributions, are withdrawals you're forced to take each year if you don't want to get hit with a ...

Required minimum distributions (RMDs) can cause a tax headache. If you don't need the money, you may want to leave your ...

The law requires you to take your first RMD by the April after your deadline, and all subsequent RMDs by Dec. 31 of each tax ...

Required minimum distribution amounts are calculated by dividing a life expectancy factor into the relevant account balance from Dec. 31 of the preceding year. For instance, to calculate RMD amounts ...

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money ...

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

My husband passed away in June 2025. I was unaware that he had several IRAs (worth a few thousand dollars). When I found the paperwork, I discovered that his son was named as the beneficiary. I ...

One of the best ways to ensure your clients are confident in the new year is to take stock of their financial health. Year-end checkups serve as a checkpoint in client’s progress toward their goals ...

Let’s imagine the case of Bianca, who is in her 40s, and her dad Enzo, who is 75 and still working full-time at the same ...