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Retirement Planning

From new rules for IRAs and 401(k)s to tips on key deadlines and minimizing tax burdens, our experts offer timely insights.

Insight

April 01, 2025

Figuring the Final RMD after an IRA Owner's Death

Here’s a look at the updated rules that apply for a “year-of-death” required minimum distribution from an account owner’s IRA.

Insight • March 05, 2025

Retirement, HSA & Coverdell Accounts: Key Moves to Make Before April 15

Ahead of Tax Day, here are some steps that have the potential to maximize the benefits of these tax-advantaged savings vehicles.

Insight • February 12, 2025

When Should You Move Forward with a Reverse Rollover?

There are many factors to consider before moving funds from an IRA into a 401(k) plan.

Insight • January 06, 2025

For Qualified Charitable Distributions, Timing Is Everything

Careful planning can help maximize tax benefits from Qualified Charitable Distributions (QCD), which are tax-free withdrawals from IRAs earmarked for qualifying charities.

Insight • December 20, 2024

“Super” Catch-Up Contributions in 2025: What Retirement Investors Need to Know

Under a provision of Secure Act 2.0, plan participants in a specific age group can now boost their contributions to 401(k) and similar plans. Here’s how it works.

Insight • November 26, 2024

2024 Year-End Tax Planning Checklist: Tips for Tax-Advantaged Accounts

Our annual guide features strategies designed to maximize benefits and minimize taxes in tax- advantaged accounts such as 401(k)s, IRAs, Health Savings Accounts, and 529 plans.

Insight • November 05, 2024

Naming a Trust as a Beneficiary of Retirement Accounts

We’ve updated one of our most requested retirement articles to reflect changes to the required minimum distribution (RMD) regulations released in July 2024.

Insight • October 17, 2024

New RMD Rules: Focus on Eligible Designated Beneficiaries

Here is the latest installment in our series on how new IRS rules affect different categories of beneficiaries of inherited retirement accounts.

Insight • October 02, 2024

How New RMD Regulations Affect a Key Category of Beneficiaries

The IRS has finalized new rules covering required minimum distributions from retirement plans for non-eligible designated beneficiaries. Here are the details.

Insight • August 30, 2024

Navigating Today’s Inherited IRA RMD Rules

Here’s a concise guide to understanding the post-death required minimum distribution options for non-designated (non-human) IRA beneficiaries.

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The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett’s products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product or service may be appropriate for your circumstances.