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Know Your IRA


10 Things to Know about the Required Beginning Date for IRAs

Do you know the date you’re required to begin taking your required minimum distributions (RMDs) from your retirement accounts? For IRA owners or employer plan participants, your required beginning date (RBD) is a day that should be marked in red on your calendar. Be aware that the rules differ depending on the type of retirement account you have and whether you are the account owner or the beneficiary.

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Calculating NUA in 5 Easy Steps

NUA is short for “Net Unrealized Appreciation” of employer securities. It’s the difference between the cost basis and the market value of employer securities held inside a qualified plan such as a 401(k).

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