What You Need to Know About Required Minimum Distributions (RMDs)

If you have a tax-advantaged retirement account, such as an IRA or 401(k), you know the importance of saving for retirement. It’s wonderful to have a nest egg out there, ready to draw on if needed, right? But your Uncle Sam gave you a tax break when you contributed that money, and eventually he wants his cut. That’s when “required minimum distributions” (RMDs) come into play.

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Don't Overlook Taxes When Contemplating a Move to Another State



When you retire, you may think about moving to another state — perhaps because the weather is more temperate or because you want to be closer to family members. Don’t forget to factor state and local taxes into the equation. Establishing residency for state tax purposes may be more complex than you think.



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Are scholarships tax-free or taxable?



With the rising cost of college, many families are in search of scholarships to help pay the bills. If your child is awarded a scholarship, you may wonder about how it could affect your family’s taxes. Click below to find out.

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