Elizabeth Blessing is a financial writer and editor specializing in growth investing, high-yield stocks, small caps, and gold investing. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA ...

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 ...

Required minimum distributions, or RMDs, are the amounts that must be withdrawn each year from specific retirement plan accounts upon reaching the required minimum distribution age. These mandatory ...

Do the ins and outs of required minimum distributions (RMDs) from individual retirement accounts (IRAs) have you feeling a bit overwhelmed? Maybe you're turning 73 years old this year and will soon be ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form 1099-R ...