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September 28, 2026

5 things you need to know about required minimum distributions this year

  • From bigger withdrawal amounts to smart tax and portfolio moves, these developments related to required minimum distributions are worth a closer look.
    • By CHRISTINE BENZ
    Morningstar

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    Benz

    Required minimum distributions are unwelcome for many high-income retirees because of the implications for their tax bills. RMDs are taxed as ordinary income and can have knock-on tax effects, leading to more tax on Social Security benefits and higher Medicare costs.


     
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