Key Points Most people must complete their RMDs for this year by Dec. 31, 2026. You aren't required to take RMDs from Roth accounts, and some workers don't have to take one from their current 401(k). QCDs can help you fulfill your RMDs without raising your tax bill, but only if done correctly. The $23,760 Social Security bonus most retirees completely overlook › Required minimum distributions (RMDs) can add thousands of dollars to your tax bill, even when done correctly. Done incorrectly, they can prove even more costly, so it's important to understand the rules surrounding these withdrawals before you move any money. There are three major mistakes that can come back to bite you.
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