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