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When it comes to managing your retirement, a small mistake can cause a major loss of capital. That is why it's important to speak with a financial advisor who is familiar with your Company's benefits. Schedule a call today..  
 
 
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Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules

Feb 17, 2023 9:18:20 AM
written by The Retirement Group

The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019. SECURE 2.0 includes significant changes to the rules that apply to required minimum distributions from IRAs and employer retirement plans. Here's what you need to know.


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posted in Financial Planning, Retirement, RMDs, IRS, SECURE Act

RMD Roundup: A Few Key Updates About Required Minimum Distributions

Dec 1, 2021 4:10:02 PM
written by The Retirement Group

As we approach the end of 2022, now might be a good time for Fortune 500 employees to take a closer look at a few developments surrounding required minimum distributions (RMDs) for corporate employees in the United States.

What Are RMDs?

We'd first like to ensure that our Fortune 500 clients understand the basics— What are RMDs? Once you reach age 72, you are required to take minimum distributions from your traditional IRAs and most employer-sponsored retirement plans. (RMDs are not required from an employer plan if you are still working at the company sponsoring the plan and you do not own more than 5% of the company.) You can always take more than the required amount if you choose.


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posted in RMDs

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Information regarding the lump-sum payout may or may not apply to specific employees based on factors such as mergers, acquisitions, years of service, age, or the date an employee was hired.

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The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through workshops conveniently conducted near you. Please attend a free workshop, read the Asset Allocation Questionnaire, call us at 800-900-5867, email us at info@theretirementgroup.com, or visit the contact page on this website to learn more. Visit our blog for more Client Articles!

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Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. *We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. The Retirement Group, LLC is registered to conduct advisory business in the following states: AZ, CA, CO, FL, ID, IL, IN, LA, MI, MS, MO, NE, NV, NJ, NY, NC, OK, OR, SD, TX, UT, VA, WA. Through FSC Securities Corporation, we have advisors securities licensed in the following states: AK,AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MA,ME,MI,MN,MO,MS,MT,NC,ND,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX, UT,VA,VT,WA,WI,WY 

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