The Funds’ will send you a Form 1099-DIV for the calendar year that will tell you how to report these distributions for federal income tax purposes. Past performance is no guarantee of future results.

Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 ...

Once you hit required minimum distributions age (73), how much control do you have over the timing, amount, and source of your distributions? Let’s examine each of the levers. Retirees exert some ...

As the year winds down, retirees must also plan for one of the most essential tax deadlines: required minimum distributions (RMDs). Retirees are required to withdraw a minimum amount from certain ...

When you reach a certain age, you'll likely be required to withdraw a certain percentage of your savings from your retirement account each year. However, these required minimum distributions (RMDs) ...

Anyone turning 73 or older this year with an IRA is required to withdraw money from these accounts. Waiting as long as possible to take the very first of these withdrawals can prove needlessly costly.

You should not draw any conclusions about the Funds’ investment performance from the amount of this distribution or from the terms of the Funds’ Plan. The Funds’ estimate that it has distributed more ...