New RMD Rules Are Here – Part 2 [Richmond Refreshers]


 

Did you know they are still making changes from laws set back in 2020? Associate Financial Advisor, Steve Kulchinski, MBA, covers some more of the Secure Act and Secure Act 2.0 updated changes you may need to be aware of as a follow up to last week’s video, including spousal beneficiaries and trustees.

No time to watch? You can read the “closed captions” here.

Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This communication is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.

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Ed Slott and Company, LLC takes no responsibility for the current accuracy of this information

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