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Secure 2.0 Act Delays RMD’s & Reduces the RMD Penalty

Secure 2.0 Act Delays RMD’s & Reduces the RMD Penalty

Several retirement provisions collectively known as the Secure 2.0 Act where included in the Consolidated Appropriations Act of 2023 signed into law on December 29, 2022. Two of these provisions raised the age of required minimum distributions (RMD’s) from traditional IRAs and workplace retirement plans in two steps over the next ten years. Another provision reduces the penalty for failing to take RMDs as required in half. These increases to the starting age of RMD’s can be helpful today but may cause more tax pain in the future.

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Brian Bickett is a CERTIFIED FINANCIAL PLANNER™ Professional
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Brian Bickett is a CERTIFIED KINGDOM ADVISOR® (CKA®) Professional