How New IRS Annuity Rules Could Cause Confusion

Analysis September 25, 2024 at 12:15 PM
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What You Need To Know

  • The Secure 2.0 Act lets savers use annuitization moves to offset part of their RMDs.
  • The Committee of Annuity Issuers found plenty of interest in the IRS' new RMD regulations.
  • One topic of interest is partial annuitization.
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