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New Secure Act Proposed Regulations Released in February 2022

Apr 11, 2022 · 1.4 MB Download

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The long-awaited SECURE Act proposed regulations were finally released in late February 2022. As a complement to his podcast, The ins and outs of the new SECURE Act proposed regulations, Bob Keebler, CPA/PFS, shares a handout that walks PFP Section members and PFS credential holders through the following topics related to post-mortem IRA distributions:

  • Key points of the newly proposed regulations in comparison to existing regulations

  • What happens with deaths prior to the required beginning date?

  • Determination of the designated

Download the Handout: SECURE Act new proposed regulations

File name: 20220304-secure-act-slide-deck

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