Taking Distributions from Retirement Plans

by | Nov 27, 2022 | Qualified Retirement Plan

Taking Distributions from Retirement Plans




The SECURE Act changed basic rules about how we access money in retirement accounts, including the age at which we must start minimum distributions and how distributions are calculated for heirs.

Temporary changes made by the CARES Act for 2020 made things even more confusing. Learn what’s changed and what hasn’t, and what changes you should consider making as a result.

Karen Chan holds a master’s degree in family and consumption economics from the University of Illinois at Urbana-Champaign and a bachelor’s degree from Virginia Tech. She is a member of the Association for Financial Counseling and Planning Education, the Financial Planning Association, and the Family Economics-Resource Management Association….(read more)


LEARN MORE ABOUT: Qualified Retirement Plans

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