Complimentary Initial Consultation

• Clients who turn age 72 after December 31, 2022, their RMD age will now be 73. These clients will not be required to take an RMD in 2023.
• Clients who turned 72 on or before December 31, 2022, will still be required to take their RMD for year 2022 no later than April 1, 2023. This client population will also be required to take an RMD for 2023.
• For individuals turning age 72 in 2023, an RMD amount will be reflected on their January account statement in the Distribution Summary section. This information should be disregarded as those clients are no longer required to take an RMD. Due to the timing of when the legislation was signed into law, there were time constraints to make the necessary statement changes. The RMD amount will be removed from future statements.
• We're working hard to update our various online platforms to remove RMD information for clients turning 72 in 2023. On or around January 11, a technology install will update the RMD amount to zero. Additional technology updates will completely remove the RMD amount at a later dated an answer to this item.

Seen Consulting LLC use top financial firm as custodian for your money, we are fiduciary to managed your portfolio without a conflict of interest.