Retirement, tax, and estate plans for your clients need to be rechecked as a result of the recently proposed SECURE Act regulations. IRA beneficiary designations and trust distributions need to be reviewed, among other items. Make sure that you have a plan to maximize postmortem distributions by tuning into this webcast as Bob Keebler, CPA/PFS, guides you through the following topics:
Flowcharts, checklists, and practical protocols to help you help your clients
2021 RMDs that were likely missed in the