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Is the Extended RMD Age an Opportunity Or Tax Trap? | Secure Act 2.0

Has your tax plan adapted to the NEW RMD rules as part of Secure Act 2.0? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Timestamps: 0:00 New RMD Rules 0:27 When Do You Need To Take RMDs? 2:12 Larger RMDs with this Change? 3:32 3 Case Studies Based on This RMD Adjustment 6:37 Potential Trap #1 - Inheritance Trap 7:42 Potential Trap #2 - Widow Trap 8:37 The Opportunity? - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...

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