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Wealth Planning Podcast - SECURE 2.0 Act

UBS On-Air: Conversations

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The Changes to Secure 2.0 With Required Minimum Distributions

The age change is a little trickier than it seems actually. In fact, yesterday I was just talking to some advisors about it for a meeting because there are a lot of questions about it. It's not quite as clear as we would hope. Yeah, that's for sure. Definitely not very clear. So how about I start off just defining what a requirement of a distribution is and then we can talk about the changes. Does that sound okay? Absolutely. Okay, perfect. Now we're talking about secure 2.0 with RMDs,. Well, some people are going to be able to delay these distributions. If you were born between 1951 and 1959, you can delay required minimum

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