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The ins and outs of the new SECURE Act proposed regulations | PFP learning library podcast archive

Mar 03, 2022 · 33 min listen

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SECURE Act regulations related to post-mortem IRA distributions have gone into effect. Bob Keebler, CPA/PFS, walks through these regulations and shares what you need to know in this episode of the PFP Section podcast. Topics covered include:

  • 2021 required minimum distributions (RMDs) that were missed in the case of death post required beginning date

  • Key points related to the new regulations compared with the previous rules

  • When the 5-year rule, 10-year rule, and the life expectancy rule apply

  • Expansion of

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