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February 18, 2023 10:00 am
It's a bit tough to keep up with all the changes that have come to Required Minimum Distributions, or RMDs, which started back in 2019 with the original SECURE Act. However, there are 3 significant changes that went into effect January 1st of 2023. Peter with @richonplanning and Erin Kennedy lay out and explain each change, including:
Keep in mind, you can correct an RMD mistake, but it's best to avoid those missteps if possible, which is why proactive planning is so important. If you'd like to talk through these changes and how they affect you or your beneficiaries, please feel free to reach out to Peter by calling (919) 300-5886 or by visiting www.RichonPlanning.com
#SECUREAct #Retirement #RequiredMinimumDistributions #IRA