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New RMD Tables for Retirees!

Have questions about Required Minimum Distribution (RMD) tables and your retirement plan? Schedule a 15-minute phone call with an advisor: https://bit.ly/3CTD5i8 In 2022, at long last, the IRS has put new life expectancy tables in place for calculating Required Minimum Distributions, or RMDs, from retirement accounts. In this video, our Founder and President, Calvin Goetz, discusses who these changes will affect, the exception to these RMD Table changes, and the Secure Act regulations, Build Back Better Act (BBB), and the Son of SECURE Act that may be coming soon. 0:00 Intro 0:25 What is happening to RMD Tables? 0:41 What do these changes mean for you? 1:01 Exception to these new changes 1:20 The Secure Act Regulations 2:02 The Build Back Better Act (BBB) 2:38 Preparing for the "Son of Secure" This content is provided for informational purposes only. It is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for an individual’s financial decisions. Investing involves risk, including the loss of principal. Strategy Financial Group does not provide specific legal or tax advice. Please consult with a qualified professional for guidance on your individual situation. Investment advice if offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.