SECURE 2.0 Act Financial Planning Opportunities in 2023 and Beyond
Money Talk
JULY 13, 2023
The SECURE 2.0 Act of 2022 , passed last December, has financial planning opportunities for both the accumulation and distribution phases of retirement planning. Below is a brief summary of a few key retirement savings provisions from about 100 changes contained in this legislation: RMD Changes- Effective January 1, 2023, the starting age for required minimum distributions (RMDs) for people born from 1951 to 1959 is now 73 instead of 72 and the starting age for those born in 1960 or later is now
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