Planning in 2023 with Secure Act 2.0 and RMD's

The Secure Act 2.0 is big news for the start of 2023, and significant changes to laws regarding retirement planning. While the new SECURE Act 2.0 has plenty of benefits, there are some drawbacks. One of the biggest headlines is the Required Minimum Distribution (RMD) being pushed back from 72, and starting for anyone turning 73 this year, but just because you CAN delay doesn't always mean you SHOULD. Tune in with Don Reynolds and Cory Stilp to learn more and help plan for RMD's, as well as what other aspects in your planning the new Secure Act 2.0 may affect. Make sure to give Don Reynolds and Cory Stilp a call at (651)773-3859 and visit the website at 800preserve.com.