Who Needs to Take an RMD (Required Minimum Distribution)?

The first question someone might ask is, what is an RMD? An RMD is an annual distribution from an IRA (Individual Retirement Account) that is required by the IRS.

Retirement Plan Changes in 2015

From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015

How Smart Investors Limit Their Tax Obligation

When you invest money wisely you are likely to create capital gains and income. Capital gains and income will increase your tax liability, but there are things you can do to limit the amount of taxes you pay.