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RMD Relief and Guidance for 2023

Jul 27, 2023 1:14:06 PM
written by The Retirement Group

In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. The IRS has held off on releasing final regulations so that it can address additional changes to RMDs made by the SECURE 2.0 Act of 2022, which was passed in late 2022. In the meantime, the IRS has issued interim RMD relief and guidance for 2023. Final RMD regulations, when issued, will not apply before 2024.

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posted in Financial Planning, RMDs, IRA, IRS, 2023

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 the year 2022 nears its conclusion, Fortune 500 employees may wish to examine recent developments pertaining to required minimum distributions (RMDs) for in.

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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.