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Wealth Planning Podcast - SECURE 2.0 Act

UBS On-Air: Conversations

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The Pros and Cons of Delaying Retirement Distributions

Some investors now have an option to delay the distributions. Does that mean they should? Can you talk a little bit about those ideas? Yes. Because those are great questions. And we've gotten that quite often. So I'd be happy to talk about it. Just because you can delay these withdrawals one more year or maybe a few more years, that doesn't mean that you should delay them.

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