Representatives from Charles Schwab, Patrick Burns and Evan Papiez, joined us to discuss:

• The Secure Act i.e. changes in required minimum distribution - The following link provides an overview of how the SECURE Act 2.0 affects retirement plans: SECURE 2.0: How Does it Affect Retirement Plans?

• Required minimum distributions - The 2023 RMD Reference Guide provides an overview of the new required minimum distribution rules for beneficiaries who inherit retirement accounts.

• ARMS members may register for a one-on-one with Evan Papiez to discuss their personal financial situation by following this link: Evan Papiez Meeting Scheduler.