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Did you take your RMD from your IRA for 2015? Hopefully, the answer is yes because for most IRA owners and beneficiaries the deadline for taking a 2015 RMD was December 31, 2015. There is an exception. If you reached age 70 ½ in 2015, you still have time. Your deadline for taking your 2015 RMD from your IRA is April 1, 2016. However, if you missed your 2015 RMD, stay calm and follow these three steps.

Person has a 401(k) plan and must rollover plan assets. By mistake, they rollover to an TIRA with the plan’s...

I have a client who has been contributing to their Roth 401k for 3 years and will be retiring this...

401k question for state of Texas..my father passed away March 2013. Prior to him passing he withdrew like $3000 and...

401k question for state of Texas..my father passed away March 2013. Prior to him passing he withdrew like $3000 and...

Client, age 87, participating in his company’s 401k. Because he was employed, he has never taken an RMD from his...

Prospect wants to know if his pension is protected by the government against his companies creditors after he retires. He...

Here's the 10 most amazing, surprising and/or illuminating facts about retirement that I read in January. Before each fact, you will find my own brief commentary, and after each fact, you will find the original article from which the fact was pulled should you be interested in further reading.

I have a client who is considering the Back Door Roth IRA strategy now that his income for 2015 eliminate...

client is 48 this year but will be 49 and 49 1/2 next year in 2017. In 2017 is he...