Congress recently passed #SECURE Act 2.0, which will bring several changes to retirement account rules. @John with @SecurusFinancial and @erinkennedy break down the big takeaways, including:

-RMD Age Increase

-RMD Penalties

-QCD Changes

-529 Plans

Keep in mind, when you delay those Required Minimum Distributions, it will lead to larger account balances at death, which could create a significant tax burden for your beneficiaries, which is why proactive tax planning is so important.