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2023 EP0218 | Financial Updates W/ Peter Richon and Erin Kennedy | 3 RMD Changes For 2023

Planning Matters Radio / Peter Richon
The Truth Network Radio
February 18, 2023 10:00 am

2023 EP0218 | Financial Updates W/ Peter Richon and Erin Kennedy | 3 RMD Changes For 2023

Planning Matters Radio / Peter Richon

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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:

  1. The Starting Age Has Increased Again
  2. 2. Lower Penalties if You Miss Taking your RMD
  3. 3. Inherited Retirement Accounts (accounts inherited before 2020 vs. accounts inherited after 2020)

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

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