Additional SECURE 2.0 Required Minimum Distribution Changes

Additional SECURE 2.0 Required Minimum Distribution Changes

The RMD age increased with the passage of SECURE 2.0, but more RMD changes were also made that you may not know. Learn about the other changes in this short video.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this video reflects our understanding of the act and provisions at the time it was finalized on October 5, 2023.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.