Congress recently passed #SECUREAct 2.0, which will bring several changes to retirement account rules. Nick & Erin break down the big takeaways, including some unique opportunities, including:
-RMD Age Increase
-529 Plans
-Tax Planning
Keep in mind, when you delay those Required Minimum Distributions, it will lead to larger account balances at death, which could create a significant tax burden for your beneficiaries, which is why proactive tax planning is so important.
If you’d like to talk through these changes and how they affect your #retirement plan, please reach out to Nick for a complimentary consultation by calling 937-498-1128 or by visiting www.EikenberryRetirement.com
#investing #taxes #retirement #SECUREAct…(read more)
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