Broker Check
11 Oct
Lunch and Learn - RMDs And Taxes In Retirement, UPDATED With Secure Act 2.0 Information - December 31st is approaching!


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)?

As December 31 approaches, it's crucial to be well-prepared for the effective changes to Required Minimum Distributions (RMDs). Whether you're 55 or 65, understanding the ins and outs of RMDs is essential. One of the first things to be aware of is which investments you should be tapping into for your RMDs. Making the right choices here can significantly impact your retirement income strategy. Moreover, missing the deadline for your RMDs can be costly – there's a hefty 25% penalty if you fail to take your distributions at the correct time. It's also vital to have a clear understanding of the tax implications associated with RMDs.

Proper planning can help you minimize the tax burden and maximize your retirement savings. So, as you approach retirement age, make sure you're well-informed and well-prepared for the world of RMDs.

Please join our local retirement specialist Jason Carrier, 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, Oct 11, 2023

1:00p - 2:00p EST


SAFE Building behind Scranton Financial Group

1921 Boston Post Road
Westbrook, CT 06498
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