The original Setting Every Community Up for Retirement Enhancement (SECURE) Act brought widespread changes to retirement accounts, including a 10-year payout rule for most non-spouse beneficiaries.
Recently, the IRS issued newly finalized required minimum distribution (RMD) regulations that apply to qualified retirement plans, individual retirement accounts (IRAs), and inherited retirement accounts. These amendments reflect the changes made by both the original SECURE Act and SECURE Act 2.0.
Join Brian Dobbis, Retirement Solutions Lead, as he discusses the final RMD regulations. Topics will include:
- Clarification of the 10-year rule
- Changes to the rules that apply to a trust beneficiary
- The impact on Roth Accounts
- IRA RMD aggregation
- Rules that apply to successor beneficiaries
- New rules that apply to year-of-death RMDs
- Hypothetical RMDs
- Your questions
*Live attendees of the 9/10/24 webinar will receive 1 CFP credit.