Time-Sensitive Tax Planning: SECURE 2.0 Effective Dates

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With the effects of SECURE 2.0 continuing to roll in, 2024 brings a wave of changes and little-known tax planning opportunities for us to discuss, including new rules affecting many spousal beneficiaries starting this year! From opportunities to move 529 balances into Roth IRAs to new ways to reduce required minimum distributions (RMDs), there are many key dates and approaching deadlines for us to explore capitalizing on.

For a quick snapshot of changes impacting your retirement accounts that have recently gone into effect, download “SECURE 2.0 Effective Dates”  below.

 

If we have not yet connected to discuss how these changes may affect you and opportunities to lock in significant tax savings for you and your heirs, contact Chris Robinson, lead advisor with RFG Wealth Advisory at 940-464-4104 to schedule a time to discuss.

 

P.S. Think you may have missed or miscalculated your RMDs for 2023? We may be able to significantly reduce your penalty fee with the IRS, but time is of the essence. Call to discuss ASAP!

 

Contact lead financial advisor Chris Robinson today at 940-464-4104 for the personalized guidance you’re looking for. RFG Wealth Advisory is a Registered Investment Advisor (RIA) firm located in Argyle, TX. We offer a no-obligation Free Consultation to discuss your financial planning and wealth management questions. Schedule your Free Consultation here and continue progressing toward the financial future you dream of.

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Secure 2.0 Effective Dates


“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


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