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How the SECURE Act 2.0 Changed RMDs | Aegis Wealth Advisors

https://www.aegiswi.com/resource-center/retirement/how-the-secure-act-2-0-changed-rmds-1
You can begin taking penalty-free withdrawals at 59½ or earlier in some cases if you have experienced a qualifying life event

Grantor Retained Annuity Trusts (GRATs) | Aegis Wealth Advisors

https://www.aegiswi.com/resource-center/estate/grantor-retained-annuity-trusts-grats
com, September 19, 2023 The content is developed from sources believed to be providing accurate information