Failure to take your RMD before the deadline results in an excise tax penalty equal to 25% of the amount not withdrawn. Prior ...

Like rollovers from traditional accounts under employer plans, rollovers from Roth 401(k)s must include only eligible amounts. Amounts not eligible for rollover include: Hardship withdrawals.

Roth 401(k) owners can now completely avoid RMDs while maintaining their accounts. Inherited IRA owners may be able to forego an RMD this year, but they might want to take it anyway. You can avoid ...

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 ...