Author Archives: Gregg Daily

The Return of the Required Distribution

We all thought it would be too good to last, and it was.  With 2010 came the return of the required minimum distribution, or RMD.  Required Minimum Distributions (RMDs) generally are minimum amounts that a retirement plan account owner must … Continue reading

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Capital Gains, Large Stock Positions, and You

It’s likely that 2011 will bring changes to how long term capital gains are treated for most investors.  For some time, we have enjoyed the 15% long term tax rate on assets held longer than one year.  Next year that … Continue reading

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