Browsing Tag
Required Minimum Distributions (RMD)
54 posts
CFP Board Releases SECURE 2.0 Exam Resource, Reports All-Time High in CFP Professionals
There are now nearly 100,000 CFP Professionals, with most ever exam-takers in a single year recorded in 2023
One Year Later: SECURE 2.0 Impacts on Retirement Plan Advisors
A new Escalent report looks at the top SECURE 2.0 provisions influencing advisors, from RMDs to catch-up contributions
IRS Reminds Retirement Savers of RMD Deadlines, SECURE 2.0 Changes
Those age 73 and older must make required withdrawals from retirement plans by Dec. 31
3 Key Fixes in New SECURE 2.0 Technical Corrections Bill
While CITs in 403(b)s remain in limbo, issues with catch-up contributions, Starter Ks and RMDs would be solved—if the bill can find a larger vehicle to attach itself to
SECURE 2.0 Technical Corrections Legislation Coming Soon
Congressional leaders tell Treasury, IRS that fixes to prevent unintended consequences (including inadvertent annulment of catch-up contributions) are on the way
IRS Reminds Retirees of April 1 RMD Deadline
While RMDs are generally made by the end of the year, the April 1 deadline only applies to retirees receiving their first RMD
A Guide Dedicated to Those Excited for SECURE 2.0, But Don’t Know Where to Start
The provisions behind the legislation can be difficult to navigate for financial advisors, but resources and guides can help clear the details
8 Ways SECURE 2.0 Will Enhance Retirement
Transamerica Institute and Transamerica Center for Retirement Studies highlights the top ways new legislation will improve and expand upon retirement security
RMD Age Increases to 73 in 2023 Under SECURE 2.0
Required Minimum Distribution age will eventually be raised to 75 thanks to the new law—but not until 2033
Your 7-Point Year-End Retirement Checklist
Here’s seven things advisors can remind plan sponsors they need to have on their “to-do” list prior to the end of the year, courtesy of Innovest’s Frank Cornett and Dustin Roberts