Understanding how distributions from defined contribution plans are taxed is essential for participants planning their retirement income strategy. Depending on whether assets are held in a traditional ...

The retirement industry can still make big strides to help participants realize tax-advantaged strategies when taking plan distributions. Offering workers a strong retirement savings plan is key to ...

You don't have to take RMDs from your workplace retirement plan if you're still working and own less than 5% of the company. Qualified charitable distributions (QCDs) fulfill your RMD requirement ...