Newsroom · Media appearances

FA Magazine: Chris Boyd Featured in “Advisors Offer Relief Strategies for RMD Pain”

Wealth Enhancement Newsroom · August 10, 2024

Chris Boyd, CFP® CASL®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by FA Magazine in “Advisors Offer Relief Strategies for RMD Pain.” 

“The statute of limitations is not retroactive to before SECURE 2.0 passed in 2022. So if a client has skipped RMDs for the past decade, say, the penalties for any RMDs missed before 2022 are still due (unless waived after filing Form 5329s for each missed year.)” 

Access the full article written by Ben Mattlin here.