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How to Fix a Required Minimum Distribution Mistake

Required minimum distributions are complicated. It’s easy to slip up and make a mistake when trying to understand the rules around required minimum distributions.

Luckily, if you do make a mistake, there are steps you can take to remedy the issue and avoid a harsh penalty. Continue Reading How to Fix a Required Minimum Distribution Mistake

A Final Retirement Account Distribution Must Still Be Made After Death

old man discussing retirement with lawyer

The concept of the “half-birthday” is not something most of us think about after childhood. You do not find many adults saying, “I am 56 and a half.”

However, if you have a non-Roth individual retirement account (IRA) or 401(k), there is an age you’ll want to keep track of: 70 ½.

Continue Reading A Final Retirement Account Distribution Must Still Be Made After Death