Book a call with one of our experienced wealth advisors
• Learn about unique investment solutions
• Increase the potential to obtain your financial goals
Like what you're reading?
Join the thousands of readers getting stories like this delivered straight to their inbox every Thursday — for free. Give it a spin, enter your email to sign up.
1IRS.gov Retirement Topics — Required Minimum Distributions (RMDs), accessed Sep 21, 2022
2H.R.2954 - Securing a Strong Retirement Act of 2021, accessed Sep 21, 2022
3kitces.com, Dec. 28, 2022
*While the penalty was higher before this latest change, it was rarely applied due to qualifying exceptions. But with this new legislation, the penalty is lower, but expected to be applied more frequently.
Next steps to consider
Create your Investor Profile
Let's see what we'd recommend for you. Create your Investor Profile online right now — for free. It's secure and only takes 10 minutes.Create your profile
Talk to a Wealth Advisor
Schedule a 30-minute call with one of our Wealth Advisors and get a financial roadmap at no cost or obligation.Pick a time
Download our latest special report
6 Sources of Retirement Income: Must-read tips and tricks we believe all retirees should know. Download your copy today – for free.Get your copy