IRA

Regulatory and Legislative

IRS Provides Additional RMD Transition Relief Under SECURE, SECURE 2.0

The IRS has issued Notice 2023-54 to provide transition relief for required minimum distributions in connection with the change in required beginning date to age 73 under SECURE 2.0, and guidance for certain specified RMDs for 2023.

July 14 2023
IRS IRS Guidance IRA Defined contribution plan Defined benefit plan SECURE 2.0 SECURE Act

Regulatory and Legislative

SECURE 2.0 Provides New Ways to Take Penalty-Free Distributions

The SECURE 2.0 Act provides more ways for individuals to access their retirement savings and creates new exceptions to the 10% early distribution penalty tax.

May 25 2023
SECURE 2.0 IRA Defined contribution plan Defined benefit plan Legislative updates

Regulatory and Legislative

SECURE 2.0 is Congress’s Retirement Enhancement Encore

This bill was included in the Consolidated Appropriations Act of 2023, which was signed into law on December 29, 2022.

January 12 2023
Washington Pulse SECURE 2.0 Defined contribution plan IRA Legislative updates
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