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- Title
Implications of SECURE Act 2.0 on Retirement Decumulation Strategies: The revised SECURE Act would push back the age for RMDs, but the tax on accounts is still a concern.
- Authors
Reichenstein, William
- Abstract
The article discusses implications of Secure Act 2.0 on retirement dissimulation strategies. Topics include the Conventional Wisdom (CW) Strategy, after satisfying required minimum distribution (RMD), the less-tax-advantaged taxable accounts before withdrawing any funds from the more-tax-advantaged retirement account, and TDA withdrawals in the CW Strategy.
- Publication
Journal of Financial Planning, 2022, Issue 9, p46
- ISSN
1040-3981
- Publication type
Academic Journal