The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among distributions that are made to multiple destinations from a qualified plan described in...
Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.
Just 43% of retirement plan participants over age 50 have considered a formal withdrawal strategy for accumulated assets, according to an OneAmerica survey.
The average retirement plan participant’s decision to leave 401(k) assets in-plan or actuate a distribution when leaving an employer often hinges on whether they are retiring or taking...
A U.S. House leader has introduced a sweeping tax reform bill that has many in the retirement industry alarmed about its proposals concerning retirement plans.
President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.
A strong majority of working parents already saving for their kids’ college expenses rank future education costs among the top reasons to save in 2014.
A federal court ruled a business owner violated prohibited transactions rules in creating a limited liability company (LLC) with assets from his individual retirement account (IRA).
While the fiscal cliff deal left tax treatment of retirement savings unchanged, it includes a provision for retirement plans that could generate revenue right away.
The American Society of Pension Professionals & Actuaries (ASPPA) says proposals to scale back or eliminate retirement savings tax incentives for 401(k) plans are based on misleading math.