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SECURE 2.0

SECURE 2.0 RMD Changes: Spouses Who Become Beneficiaries

msq-tags:authors/irica-solomon,msq-tags:authors/erica-mcfarquhar
2024-05-14T00:00:00.000Z
1:13 min

Summary

Hear how RMD payments may be smaller for spouses who become beneficiaries.

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Rmd Changes Spouses Who Become Beneficiaries
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Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this video reflects our understanding of the act and provisions at the time it was finalized on May 14, 2024.

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