Understanding how a qualified charitable distribution (QCD) works is important. Not only could the donation lead to several tax benefits, but the money donated may substantially impact the charity of ...

"Distribution Coverage" - What Does It Mean? One of the issues that comes up a lot, and generates many questions, is the whole topic of "distribution sources." Especially, where do our funds' ...

Required minimum distributions (RMD) are mandatory withdrawals seniors must take from their retirement accounts starting at age 73. RMDs are not a set dollar amount. Rather they're a sliver of your ...

Retirement accounts like the 401(k), 403(b), and traditional IRA are tax-deferred, meaning you get a tax break upfront (the ability to deduct contributions from your taxable income), but you must ...

Properly implemented, an in-service distribution could be a worthwhile money move to consider, allowing you financial flexibility rarely associated with most retirement accounts. But how do you know ...