I’m in my first year of required minimum distributions of $36,000, which is causing me to be taxed on my $33,000 in Social Security benefits. What is a good strategy to reduce my RMDs below $25,000 so ...

Saving money for retirement in a 401(k) or IRA comes with some big tax advantages. Any money you contribute to the account is tax deductible. On top of that, you won't pay any taxes on gains or ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Required minimum distributions from IRAs and 401(k)s can become a major ...

The penalty for missing an RMD has been cut from 50% to 25%, and can even be 10%. Learn about the new, less punitive rules ...