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How Secure Act 2.0 Changes RMD Rules

Investing Insights

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Implications of Secure 2.0 for Retirees

The chapter discusses the passage of Secure 2.0 retirement-related legislation, including changes to the required minimum distribution age. It explores the bipartisan support for Secure 2.0, clarifies confusion around RMD ages, and highlights updates in RMD rules. Additionally, the discussion touches on the elimination of RMDs for Roth 401Ks and tweaks to Qualified Charitable Distributions for IRA owners or beneficiaries aged 70 and a half or older.

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