required minimum distribution


A Guide to Required Minimum Distribution Rules for IRAs and Employer Plans

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RMD rules are similar for both types of accounts, but there are some differences.

Are Roth Conversions Right for People Over 70-½?

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Roth IRAs are not subject to RMD rules.

RMD Decision Time: What Baby Boomers Need To Know Now

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Avoid paying more in tax by knowing a few basic rules for RMDs.

Three Common Pitfalls To Be Aware of When Taking Your RMD

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Taxpayers reaching age 70 ½ this year will discover the meaning of tax deferral. A   

Failure to Take the RMD from Your IRA Can be Costly

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A recent audit report found that in fiscal year 2014, IRS revenue officers collected $222   

What Is IRS Form 5498?

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…. keep these forms to save on taxes in the future

Pay Taxes Once, Instead of Four Times, Using Your IRA's Required Minimum Distribution

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Eliminate quarterly tax estimates and simplify your tax payments in the process.

Traditional IRAs Are Not Like Other Assets in Your Estate. Here’s Why.

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6 significant differences between IRAs and other financial assets.

What You Need to Know About IRA Withdrawals

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IRAs have some quirky rules. There is a penalty for withdrawing money from IRA before   

Options for Investing Your IRA

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Did you know you can invest your IRA funds in just about anything? There are   

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437