Perspectives

Preparing for the future involves more than simply understanding the destination, it also requires acknowledging the important milestones along the way. These important ages can help you prepare and optimize your financial life for years to come. As your trusted partner, we can help guide through these changes and help ensure you're making well informed decisions.

On December 29, 2022, President Biden signed the SECURE 2.0 Act of 2022 ("SECURE 2.0") as part of the Consolidated Appropriations Act of 2023. The law includes a provision that increases that starting age for RMDs to 73, eventually allowing some IRA owners to begin RMDs as late as age 75! However, those who have already started RMDs must continue.