The Retirement Roundtable

RMD's in 2026: What You Need to Know to Avoid Costly Mistakes


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As the financial landscape shifts, understanding the SECURE Act 2.0 updates for 2026 is critical to ensuring your retirement strategy remains on track. In this episode, we break down the 73-year-old age threshold and the potentially devastating 25% penalty for missed distributions. You will also learn proactive strategies, such as using Qualified Charitable Distributions (QCDs), to satisfy your requirements while minimizing your overall tax burden.
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The Retirement RoundtableBy Veronica Redfield and Grant Hartmann