The Secure Act 2.0: Understanding the Changes for Seniors and Retirement Plans


Get up-to-date on the latest rules regarding required minimum distributions and find out how the age for taking RMDs has increased from 72 to 73 starting in 2023 and then to 75 in 2033. Learn about the reduced penalty for missed RMDs and the new exceptions for early withdrawals from 401(k)s and other pre-tax retirement accounts. Winnie Sun will also be discussing the new categories for penalty-free withdrawals, including terminally ill individuals, disaster victims, and those facing personal or family emergencies. Plan your retirement wisely and make sure you're making the right moves. Don't miss out on this important information.

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