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Slott and Keebler on the complex new RMD rules | PFP learning library podcast archive

Apr 26, 2022 · 33 min listen

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Proposed SECURE Act regulations released by the IRS came with some surprises and made calculating required minimum distributions (RMDs) more complicated. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, MST, AEP, sits down with Ed Slott, CPA, to dissect the proposed SECURE Act regulations.
Together, they discuss:

  • Important takeaways CPA financial planners need to know about these new regulations

  • How the IRS’s “at-least-as-rapidly” rule presents new challenges in calculating RMDs

  • Why the new rules make Roth IRAs

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