You'll just need to plead your case on a tax Form 5329 filed along with your other annual tax documents. This, of course, isn ...

If you’re age 73 or older and retired, the annual deadline for required minimum distributions, or RMDs, is approaching.

Traditional IRAs and 401(k) plans allow workers to save pre-tax dollars for retirement. Any contributions can be deducted ...

If you're age 73 or older and retired, the annual deadline for required minimum distributions is approaching, according to the IRS. Generally ... But you must file Form 5329 with a letter of ...

Required minimum distributions (RMDs) are mandatory withdrawals investors must make from traditional IRAs and other tax-deferred retirement accounts on an annual basis. Importantly, the Secure 2.0 ...

Anyone in that position must file a Form 5329 with their federal tax return for the year the RMD was required but not taken. Here is what changed in 2024: Roth 401(k) and Roth 403(b) plans are no ...

Required minimum distributions, or "RMDs," are a tax law that every retiree needs to understand. Specifically, under the RMD law you can't just leave your money in place indefinitely. You need to ...