With the Secure Act 2.0 being signed into law near the end of December 2022, are you ready for the effective changes to Required Minimum Distributions for 2023 (and beyond)? This educational lunch and learn can be an important time to learn of legislative changes to RMDs (and more) passed through Congress last year, especially for those currently taking RMDs or approaching RMD age.
Please join our local retirement specialist who will share insights on how to manage your Required Minimum Distributions to help minimize tax loss, maximize ease, and maintain a healthy, growing portfolio. After this informative presentation, enjoy a complimentary lunch on us.
Secure Act 2.0...Click here for a clear timeline covering a few of the major provisions of the new law:
Date and Time
Wed, Aug 30, 2023
1:00p - 2:00p EST