SECURE Act – Increased Required Beginning Date

The SECURE act was signed into law on December 20, 2019.  There are some key provisions that may have an impact on your retirement strategy.  Let’s focus on the increased required beginning date.  This applies to Required Minimum Distributions, or RMDs. OLD LAW – RMDs generally must begin by April 1 of the calendar year… Read More

SECURE Act – “Stretch” RMD

The SECURE act was signed into law on December 20, 2019.  There are some key provisions that may have an impact on your retirement strategy.  Let’s focus on the Required Minimum Distributions, or RMDs, rule for designated beneficiaries. OLD LAW – After death, RMD rules permit the designated beneficiary to draw down the remaining plan… Read More