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More Articles on Retirement Planning

What Is the Age For Required Minimum Distribution in 2020 and Later Years?

The age at which required minimum distributions (RMDs) must be taken from qualified retirement plans was changed in a 2019 law. The beginning age was changed from 70½ to 72.  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 […]

What Percent Is the Required Minimum Distribution?

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 percentage of the retirement account that must be distributed each year is […]

How Much Is the Required Minimum Distribution From 401(k)?

The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of a qualified retirement plan. The RMD rules dictate when distributions must be made from the retirement plans of certain taxpayers.  The RMD rules apply to all qualified retirement plans, including traditional IRAs and 401(k)s. But the […]

How Much Is the Required Minimum Distribution?

The required minimum distribution from a qualified retirement plan varies from year to year. The amount depends on the age of the account owner or beneficiary and the account balance.  What Is the Required Minimum Distribution? The required minimum distribution (RMD) rules limit the extent to which an individual can use the tax deferral of […]

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 […]

What is the Future Value of an Annuity, and How to Calculate It

Future Value of an Annuity The present value of an annuity is based on the concept of the time value of money. The time value of money means that money is worth more the sooner you have it. Payments that are scheduled to be received in the future are worth less today because of the […]

What is the Present Value of an Annuity, and How to Calculate It

Present Value of an Annuity The present value of an annuity is based on the concept of the time value of money. The time value of money means that money is worth more the sooner you have it. Payments that are scheduled to be received in the future are worth less today because of the […]

What is a Structured Settlement Annuity?

The structure of an annuity can be beneficial in multiple scenarios. Given the versatility of annuities and how advantageous they can be, the concept of an annuity has been adopted in various environments. This article is going to explain the use of annuities in lawsuits, focusing on structured settlement annuities.  What is a Structured Settlement […]

What is a Tax Sheltered Annuity?

The primary purpose of an annuity is to provide a guaranteed source of supplemental income during retirement. The various types of annuities have differing stipulations, but all types provide the benefit of ensuring a reliable stream of income. One such annuity is a tax-sheltered annuity.  What is a Tax Sheltered Annuity?  A tax-sheltered annuity is […]

What is a Grantor Retained Annuity Trust?

If one of the more typical annuity options is not the best fit for you, there are also various types of gift annuities that offer different advantages. One such type of gift annuity is called a grantor retained annuity trust. Continue reading to understand more about grantor retained annuity trusts.  What is a Grantor Retained […]

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Called “America’s #1 Retirement Expert,” Bob Carlson’s retirement planning advice spans from tax and estate planning strategies to IRA, Social Security, medical care and investment strategies. His advice has helped tens of thousands of people for more than a decade.

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September 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
CLICK HERE FOR THE BREAKING STORY
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