Time-Sensitive Tax Planning: SECURE 2.0 Effective Dates

February 15, 2024 | Chris Robinson | Ed Slott’s IRA Corner, Tax

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With the effects of SECURE 2.0 continuing to roll in, 2024 brings a wave of changes and little-known tax planning opportunities for us to discuss, including new rules affecting many spousal beneficiaries starting this year! From opportunities to move 529 balances into Roth IRAs to new ways to reduce required minimum distributions (RMDs), there are many key dates and approaching deadlines for us to explore capitalizing on.

For a quick snapshot of changes impacting your retirement accounts that have recently gone into effect, download “SECURE 2.0 Effective Dates” below.

If we have not yet connected to discuss how these changes may affect you and opportunities to lock in significant tax savings for you and your heirs, contact Chris Robinson, lead advisor with RFG Wealth Advisory at 940-464-4104 to schedule a time to discuss.

P.S. Think you may have missed or miscalculated your RMDs for 2023? We may be able to significantly reduce your penalty fee with the IRS, but time is of the essence. Call to discuss ASAP!

Contact lead financial advisor Chris Robinson today at 940-464-4104 for the personalized guidance you’re looking for. RFG Wealth Advisory is a Registered Investment Advisor (RIA) firm located in Argyle, TX. We offer a no-obligation Free Consultation to discuss your financial planning and wealth management questions. Schedule your Free Consultation here and continue progressing toward the financial future you dream of.

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Secure 2.0 Effective Dates

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Financial Success Doesn’t Happen by Chance.

Contact lead advisor Chris Robinson with RFG Wealth Advisory in Argyle, Texas to discuss your questions.

RFG Wealth Advisory is an independent, fee-only Registered Investment Advisor firm in Argyle, Texas. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind. Contact us today!

Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.

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Chris Robinson

Founder and President of RFG Wealth Advisory at RFG Wealth Advisory | Web | + posts

Chris Robinson is the president of RFG Wealth Advisory, which he founded in 1995. He is a current resident of Argyle and native of Denton, Texas.

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