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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.