In this episode, we cover wealth planning strategies based on key changes from the SECURE 2.0 Act that impact the retirement assets of clients. Erik Seeney, Wealth Planning Strategist, UBS is joined by Ainsley Carbone, Total Wealth Strategist, UBS who will share best practices regarding: Increasing the age for required minimum distributions (RMDs). Strategies for reducing the tax burden on retirement assets. Understanding the pros and cons of delaying distributions from retirement accounts.
