Business Intelligence | From W.D. Strategies on MSN

5 tips for avoiding penalties on your first required minimum distribution

Retirement planning is full of twists and turns, yet few things cause as much confusion as required minimum distributions.
Decades of advances in medical technology and public health are causing global populations to age. While achieving longer lives is certainly a net positive, this demographic shift is placing an ...
Christine Matus, Esq. of The Matus Law Group ( shares comprehensive guidance to help residents navigate Medicaid Compliant ...
The low take-up of annuities has been a feature of the market for decades, and while various theories have been put forward ...
San Antonio’s resilience is real. Families, neighbors and community organizations have filled gaps for years. But resilience ...
But keep in mind that you can't keep all that money in there forever. The IRS requires you to begin withdrawing money from these accounts -- and pay taxes on those withdrawals -- once you turn 73.
Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 ...
Singapore tops the 2025 “healthiest country” rankings, but places like Japan still lead in life expectancy. Learn why “healthiest” and “longest‑lived” aren’t always the same, and what this means for ...
I turned 37 this year and, according to Armenia’s life expectancy tables, that places me on the wrong side of midlife.  I ...
That’s the top question I receive when I’m out and about talking about retirement portfolio planning, including some research that our team has been producing since 2021. Beginning in 2022, the ...
These days, if you retire early, you could expect to live another 30 years — or even longer — in retirement. Take the hypothetical example of Dave, 50-year-old IT professional who wants to retire at ...