SECURE Act Later RMDs -to-Roth Rollovers and Other Tax Planning Opportunities Congress recently passed SECURE Act which will bring several changes to retirement account rules Peter Richon with Richon Planning and Erin Kennedy break down the big takeaways including some unique opportunities including -RMD Age Increase -QCDs Will Be Expanded - Plans These changes however will make proactive tax planning even more important Keep in mind when you delay those Required Minimum Distributions it will lead to larger account balances at death which could create a significant tax burden for your beneficiaries If you'd like to talk through these changes
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