Secure 2.0 Act RMD Rules Open New IRA Planning Window
January 23, 2023 by John Manganaro
Speaking on a recent webinar hosted by Carson Group, Jamie Hopkins, the firm’s managing director of wealth solutions, suggested the new extension of the required minimum distribution age to 73 is a key conversation starter for advisors and their clients in 2023.
Hopkins was joined on the webinar by Christine Benz, Morningstar’s director of personal finance and retirement planning. The pair spoke for nearly two hours about the ins and outs of the recently passed Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act of 2022.