Taking your RMD in January could give you peace of mind and helps you avoid the tax penalty for not taking RMDs as scheduled. It could also cause you to miss out on investment earnings you could have ...

Anyone who turned 73 in 2025 will have to take their first RMD soon, if they haven't already done so. Missing an RMD deadline can result in severe tax penalties, especially if you don't correct them ...

This week has seen a lot of surprises regarding Microsoft News. We had the Patch Tuesday coming out, with significant updates for all Windows versions. We’ve also received a new tool from the Redmond ...

That’s the top question I receive when I’m out and about talking about retirement portfolio planning, including some research that our team has been producing since 2021. Beginning in 2022, the ...

Tax considerations with RMDs are especially important. Retirees should also evaluate when the best time is to take their RMDs. Reinvesting RMDs is often a smart move for retirees, but it isn't always ...