RMDs

Common Confusion

There still seems to be confusion among retirees about the changes in the law affecting required minimum distributions, or RMDs.  Beginning a few weeks ago, on January 1, 2023, the starting age for RMDs rose from 72 to 73. The new version of the Secure Act will eventually increase the RMD age to 75, in …

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rules

2023

The year 2023 brought with it a number of changes to the rules governing retirement deposits and withdrawals. This includes changes, in both this and future years, for RMDs from tax-advantaged retirement accounts. New legislation also provides a tax credit for small businesses, relating to retirement plans. It’s important you factor these new rules into …

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to consider

What to Consider

This recent article (click here to read) is about what key features to consider when choosing a fixed index annuity during a time of market unease. It helps us to understand details like how FIAs can help act as a source of guaranteed income, even when the markets are declining.  Reading the article provides tips …

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