Required minimum distribution amounts are calculated by dividing a life expectancy factor into the relevant account balance ...

Failure to take your RMD before the deadline results in an excise tax penalty equal to 25% of the amount not withdrawn. Prior ...

Anyone facing required minimum withdrawals from retirement accounts should note there's been a change to calculating those amounts. Starting this year, new IRS life expectancy tables — which are used ...

Post-SECURE Act, many individuals who have inherited retirement accounts have significant questions on how their ongoing required minimum distributions (RMDs) must now be calculated. While most ...

How would your retirement plans change if you knew you would live to 100? While no one has a crystal ball to see the future, there are tools available to help you make an educated guess about your ...

The U.S. Centers for Disease Control and Prevention took two years to publish the final U.S. State Life Tables for 2021. The government will use the tables to run programs like Social Security and ...

Using the modified tables should be generally straightforward for most account owners, although there are a couple of situations that may be trickier this year. One of those instances involves anyone ...