Good afternoon, just a quick note...
The IRS has announced changes in several areas for the tax year 2023 and beyond, many of which may affect you and will be important to be aware of as you make decisions about retirement investments. These include changes to:
- RMDs (Required Minimum Distributions)
- Roth IRAs
- Employer-sponsored plans
- 529 plans
- "Catch-up” contributions
Attached is an information sheet that explains many of the updates. Lisa and Gina will go over these in more detail during your annual review and answer any questions you may have regarding what their impact may be for you.
Click here: The Secure Act 2.0 Highlights
In the meantime, please let us know if you need to discuss this before then!
Lisa and Gina
Owners & Senior Financial Advisors
MAKERS Wealth Management