E.g., 10/20/2020
E.g., 10/20/2020
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In Notice 2020-51, released on June 23, 2020, the IRS provided additional guidance regarding the waiver of the required minimum distribution (RMD) for the 2020 tax year under the Coronavirus Aid, Relief, and Economic Security (“CARES”) Act. The Notice also includes transition relief for plan administrators and payors related to the change in the required beginning date for RMDs under the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act of 2019.
To get a better understanding of how consumers think about retirement and what it means to be retirement ready, several generations participated in a study. A group of millennials, generation Xers and baby boomers were invited to a private, unbiased online forum to discuss their financial priorities, as well as their emotions and triggers behind each.

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