Get Morningstar’s essential reading for financial professionals in Advisor Digest. This month inaugurates not only a new year, but a new set of IRS actuarial tables for determining our clients' ...

On November 7, 2019, the IRS proposed doing something that it had not done in nearly two decades…update the life expectancy tables used to calculate required minimum distributions by IRA, 401(k), ...

RMDs from retirement accounts can be complicated, and changes to the calculations will take effect next year. How well do you understand required minimum distributions (RMDs), which the IRS describes ...