Big changes are here for retirement plan distributions. On July 19, 2024, t he IRS dropped new Final and Proposed Regulations - and they're a major shift from what we saw in 2022. Join Michael Gray, CPA, as he breaks down what'snew, what'schanged under SECURE 2.0, and how it all impacts estate planning and post-death retirement account management?especially for surviving spouses and other beneficiaries.
Learning Objectives
• Determine when a surviving spouse should roll over an inherited account and when to wait.
• Recognize new planning opportunities for disabled and chronically ill beneficiaries.
• Identify what required minimum distribution rules apply to an inherited account.
Major Topics
• Surviving spouse distribution rule updates
• RMDs required after owner's death
• Beneficiaries named by will or trust
