RMD 2021!

RMDs are required in 2021! There were two major changes to required minimum distributions (RMD’s) in 2020[1].  The first change was the age increase from 70½ to 72 as a result of the Setting Every Community Up for Security Enhancement (SECURE) Act.  The second change in 2020 was that RMDs were waived by the CARES…

SECURE and CARES Acts | Understand how these laws affect your RMD and Retirement Accounts!

For 2020, the rules governing required minimum distributions (“RMDs”) from retirement plans and early withdrawals of retirement plan funds have changed.    Please take time to read this summary of important changes especially if they apply to you or someone in your family. On January 1, 2020, the following changes became effective under the SECURE Act.…