Retirement Articles
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Are There Required Minimum Distributions For Annuities?
The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of an IRA or other qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The required minimum distribution rules apply to qualified annuities. A qualified annuity is […]
Bonds and Income Investing in a 0% Interest Rate World
Cash, bonds and other traditional income investments don’t offer much benefit to investors anymore. As the saying goes, cash really is trash. Nominal interest rates are at near zero in the United States, and real interest rates (after inflation) are negative. In many countries, even nominal interest rates — before taking inflation into account — […]
Bob’s Journal for 5/13/21
Some Notable Events That Grabbed My Attention This Week The MoneyShow is back in person in Orlando, and I’ll be there. The Orlando MoneyShow will be at Championsgate Resort, June 10-12. Aside from me, speakers will include Larry Kudlow, Mark Skousen, Hilary Kramer, Jon Najarian, Jeffrey Saut, Jeff Hirsch and Louis Navellier. Click here to […]
Your 2021 Retirement Investing Almanac
Many investment advisers consider exchange-traded funds (ETFs) to be the hottest investment product in years. Learn all about the different types of ETFs and related funds out there in this Special Report by clicking the PDF below. […]
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How to Calculate the Required Minimum Distribution (RMD)
In last week’s edition of Retirement Watch Weekly, I discussed the rules concerning who must take required minimum distributions (RMDs), when they must be taken. This week, I’ll cover how they are calculated, so let’s dive right in. The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax […]
What Is the Required Minimum Distribution for an IRA?
The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of an IRA or other qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers. The rationale behind the RMD rules is that Congress provided the tax benefits […]
Bob’s Journal for 5/6/21
SECURE Act 2.0 Receives First Congressional Review The Securing a Strong Retirement Act of 2021 (SECURE Act 2.0) is sponsored by the same congressional leaders who in late 2019 pushed through the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act 2.0 was reviewed by the House Ways & Means Committee yesterday, […]
What You Can and Can’t Do with RMDs
The tax code and regulations have detailed and specific rules concerning who must take required minimum distributions (RMDs), when they must be taken, and how they are calculated. But there is no guidance about what a retirement plan owner or beneficiary can do with the RMD. So let’s clear up some of the confusion. First […]
