For the vast majority of retirees, there will come a time when the IRS comes calling and you’re required to start taking money out of qualified retirement accounts. These required minimum distributions (RMDs) are a great planning opportunity and a chance to have some...
The recent passing of SECURE Act 2.0 brought about a long list of planning opportunities, but the change in age for required minimum distributions will give advisors a chance to think outside the box on RMD strategies. Now that the age has increased to 73, retirees...
