Do you have a tax-efficient retirement income strategy that minimizes RMDs and maximizes your after-tax wealth? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].

You can throw out the old RMD tables. RMD rules are changing in 2022!

With the SECURE Act, the RMD starting age was pushed back from 70 1/2 to 72. But that's the only thing that has adjusted... until now.

IRS was a bit slow but they have updated the RMD tables to reflect this 1 1/2 year change in RMD age.

The new tables will control your required minimum distribution for all tax-deferred accounts and pre-2020 inherited IRAs moving forward.

The formula itself has not changed but rather the distribution factor you need to calculate your RMD has adjusted to reflect the SECURE Act.

In this video, we talk about the good and the bad of this IRS-mandated change.

Although confusing, this change will lead to lower RMD liabilities vs. what many were expecting. This video will be your blueprint to accurately calculating your RMDs in future years.

If there are any questions or comments, don't hesitate to post them down below!

#RetirementIncomePlanning #RequiredMinimumDistribution

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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