Tag: RMD rules

Elderly woman looking worried and looking at her phone

For the last few years, my colleagues and I have been focusing on the drawdown aspect of 401(k) plans.  The time has come when the first cohort of workers will retire entirely reliant on the accumulations in their 401(k)s and IRAs (mostly rollovers from 401(k)s) to supplement their Social Security benefit.  And this shift is…