Retirement Unlocked

RMDs & The Age Increase: What This Means For Your Portfolio (Ep.125)

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With the emergence of the new SECURE (Setting Every Community Up For Retirement Enhancement) Act 2.0, there are upwards of 100 different changes made that will affect the onset and process of your retirement. The one in the hot seat today is the RMD (Required Minimum Distribution) age change. 

In this episode, Larry Heller, CFP®, discusses one of the most important changes for those nearing RMD age and explains how this change might impact your investment strategy moving forward, as well as ways to implement tax savings strategies.

Larry discusses: 

  • How your investment strategy might change with the requirement age of RMDs being pushed back 
  • How you can juggle different accounts in this process with a longer time horizon
  • The increased time you have to pull out your RMDs and how this may impact your portfolio and retirement
  • The importance of tax planning for your IRA
  • And more

    • Connect with Larry Heller: 

    • (631) 248-3600
    • Schedule a 20-Minute Call
    • Heller Wealth Management
    • LinkedIn: Larry Heller, CFP®, CPA
    • YouTube: Life Unlimited with Larry Heller, CFP®
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      Retirement UnlockedBy Larry Heller
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