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Using the SECURE Act 2.0’s RMD Rules to Your Advantage

Just like its predecessor bill, the Setting Every Community Up for Retirement Enhancement or SECURE Act 2.0 is a landmark piece of legislation for retirement and investment planning. The massive law features plenty of planning points designed to increase retirement readiness, boost savings, and help average Americans enter their golden years with ease.

One of the biggest and most important positions of the bill deals with required minimum distributions (RMDs).

RMDs remain a sticking point for many retirees and are a tax bomb waiting to happen. However, with the passage of the SECURE Act 2.0, investors and their advisors may have some wiggle room and allow for some interesting planning scenarios. All in all, the new law gives investors a big break when it comes to these dreaded payouts.

Be sure to check the Retirement Channel to learn more about investing strategies to build up your nest egg.

RMD Basics

Enter the SECURE Act 2.0

Great News for Planners

The Bottom Line