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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

The proposed RMD Regulations: A members Only event

  • 07 Jul 2022
  • 12:00 PM - 1:00 PM


Registration is closed

The Treasury Department issued new proposed regulations for required minimum distributions, interpreting the secure act which was signed into law on December 20th, 2019. These proposed regulations include some surprises, including requiring annual RMDs for certain beneficiaries who are subject to the new 10-year rule.

I will talk about this rule, and some of the other key provisions where the rules were either clarified or completely changed.

Please register to attend ( time is EDT)

This even is available only to individuals with current consulting membership with Appleby retirement consulting Inc.

If you are not a member, you will have an opportunity to attend another session within the next few weeks.

Topics include:

  • The new 10-year rule. When is an an annual RMD required?
  • New 'treat as own' rules for spouse beneficiaries
  • When the distribution period may be shorter than 10-years
  • What to do for beneficiaries who did not take 2021 RMDs because of the 10-year rule confusion

Presenter: Denise Appleby

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877

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