By Kevin Doll, CFP® Happy New Year and welcome to another new set of tax rules! The SECURE Act 2.0 was signed into law on December 23, 2020 as part of an omnibus budget bill for 2023. So, what does it mean for you? Another Change to Required Minimum Distributions (RMDs) Delayed from age 70.5…
Estate & Legacy, Retirement, Taxes
A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the SECURE Act. Setting Every Community Up For Retirement Enhancement (SECURE) Act was recently signed into law by President Trump in December and offers a meaningful impact for retirement legislation. A more extensive overview of the law’s provisions can be found here, but for purposes…
