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Details and examples of the SECURE Act 2.0 RMD age change equip you to guide clients promptly. Missing RMD deadlines, miscalculating RMD amounts, and taking less than the RMD amounts are common mistakes. Don’t let clients get caught in the shuffle.
Missing a required minimum distribution means paying a hefty excise tax for excess accumulation—50% of the RMD shortfall. Regulations proposed in February modify the rules and would help some avoid the penalty.
The proposed RMD regulations included explanations that differ from industry experts’ interpretation of the SECURE Act. Let’s take a look…
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025