How the New Secure 2.0 Act Will Impact Retirees and Pre-retirees in 2023…

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How the New Secure 2.0 Act Will Impact Retirees and Pre-retirees in 2023…

March 28, 2023 @ 11:00 am

REGISTER HERE: 
Learning how to help avoid costly mistakes may be your best investment.

How the Current Administration Could Impact Your Retirement Accounts Starting in 2023…

New Tax Laws and recent changes to qualified retirement accounts and IRS-mandated Required Minimum
Distributions (RMDs) bring advantages and disadvantages. Some changes have the potential to be beneficial;
however, you must make sure you are working with the current and up-to-date information so you can help
avoid costly mistakes.

MAKE SURE YOU UNDERSTAND THE NEW LAW

As of 2023, the new law mandates you start taking RMDs from your qualified retirement accounts once you
reach age 73. The new provisions can be complex, with unforgiving consequences. Make one small error,
you and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new
changes impact your retirement and how to help avoid IRS problems.

TOPICS WE’LL COVER INCLUDE:
– Provisions of the new SECURE 2.0 Act, just passed into law January 2023, that you must
follow to be in compliance with the IRS
– How to help calculate your RMDs considering the new law
– How the age change and the timing for RMD withdrawals could affect you
– How the changes to employee sponsored accounts and catch-up provisions could affect
those near retirement
– Whether Roth conversions make sense considering the latest changes
– Inflation is on the rise — What are the long-term effects of your dollar buying less? What
are the consequences?
– Tax-saving strategies to offset additional taxes that could result from your RMDs
– Asset allocation strategies to help you avoid cannibalizing your principal when you are
taking RMD distributions.

Details

Date:
March 28, 2023
Time:
11:00 am
Website:
https://www.yoursvp.com/f3ce1c03-798e-44a4-9f13-e3b0fef5f2fa

Organizer

Angela Orr
Phone
615-900-1441
Email
Contact@risolutions.net

Venue

Through The Grapevine
630 Broadmor Boulevard, Ste 190
Murfreesboro, TN 37129 United States
+ Google Map
Phone
(615) 900-1441
View Venue Website

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