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The Social Security Board of Trustees released their annual report at the end of March once again this year. Below is my summary of the info in this year’s report.
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.