The Proposed RMD Regulations

A Members Only Event:

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 subject to the new 10-year rule.

I will talk about this rule and other key provisions.

Please register to attend (time is EDT)

Availability: This event is available only to individuals with current consulting membership with Appleby retirement consulting Inc. Not a member? Please sign up here.

Topics include:

• The new 10-year rule. When is 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