Use this client-facing letter to help explain the rules about the new starting age for requirement minimum distributions (RMD)s . Send it now, especially for those who reach age 72 in 2023, because they no longer have to take an RMD for 2023.
SECURE Act 2.0 increased the starting age for RMDs, providing up to three extra years before some IRA owners need to begin. However, those who have already started RMDs before 2023 must continue.
This letter highlights:
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Yes. Your IRA Digestible comes with free updates for the year. If there are law changes that affect your IRA Digestible, we ill notify you. You can then download a copy of the newly updated PDF at no charge
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IRA Digestibles. IRA information condensed into digestible lenghts and format.
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