Navigating RMDs and Adapting to Legislative Changes with Andy Ives (Ep. 2)
How well do you understand required minimum distributions (RMDs) and their impact on retirement planning? Are your plans up to date between the evolving regulations and your own changes in life?
Explore the nitty-gritty of required minimum distributions(RMDs) with Tim Whisler and his guest Andy Ives, IRA analyst with Ed Slott and Company. They discuss how recent legislative shifts could shake up your retirement planning strategies, from the CARES Act to the Secure Act’s new ten-year rule.
Andy touches on:
- What are Required Minimum Distributions (RMDs)
- What are the rules surrounding inherited IRAs
- What changes in RMD rules were brought about by the Secure Act and Secure Act 2.0
- Why is it important to understand beneficiary designations
- And more
Connect with Tim:
- Email: Tim Whisler
- LinkedIn: Tim Whisler, CRPC®, CLTC®
- The Whisler Agency
- LinkedIn: The Whisler Agency
Book a Call with Tim:
Connect with Andy Ives:
About our Guest:
Andy Ives, CFP®, AIF®, IRA Analyst at Ed Slott and Company, has over 20 years of experience in the financial services industry where he has engaged in a wide range of duties. Andy was a relationship manager at a mutual fund company and sold short duration investment products to institutional clients. Ives wholesaled 401(k) record keeping solutions to financial advisors and direct to business owners.
Investment advisory and financial planning services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor. Insurance, Consulting, and Education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.
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