Understanding the IRS’ Final Regulations
on Required Minimum Distributions
What Every Advisor Must Know About the Final SECURE Act Regulations
On July 18th, the IRS issued final regulations updating the required minimum distribution (RMD) rules. The final regulations reflect changes made by both SECURE Act 1.0 and 2.0 which impacted retirement plan participants, IRA owners and their beneficiaries. At the same time, the Treasury and IRS issued proposed regulations, addressing additional RMD issues under the SECURE 2.0 Act.
These regulations and what they mean for your clients requires the experts, which is why we have brought in nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/MST, AEP (Distinguished), for a very timely program entitled, “The SECURE Act FINAL Regulations: Post-Mortem IRA Distributions”.
In this 77-minute presentation, Bob will review all of the issues you need to be on top of, including:
- How the new regulations are structured
- The Final Rule for post-mortem RMDs for those client’s dying before and after their RBD
- The Proposed Rule under Section 327 of the SECURE 2.0 Act
- Final Regulations for IRAs payable to trusts
- Coverage of the 5-year and 10-year rules
- Flowcharts to distill the new rules to common practical situations
- Nuisances to the new ten-year rule
- Planning for the surviving spouse
- Planning to capture the five exceptions to the new 10-year rule
- Practical examples make the new rules easy to understand
- Disability and special needs issues
- RMDs required during the 10-year period for deaths after the RBD
- No forced RMDs for Roths during the first nine years after death
- Special rules for spouses including rollover rules
- New provisions for decanting and reforming IRA trusts
- New provisions for Power of Appointment trusts
- And much more!
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: The SECURE Act FINAL Regulations: Post-mortem IRA Distributions
- Speaker: Robert S. Keebler
- Duration: 77 minutes
Purchase
ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
![Robert S. Keebler](https://sfo2.digitaloceanspaces.com/ultimate-estate-planner/wp-content/uploads/2014/06/01140525/Robert-Keebler1744-e1419973186881.jpg)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.