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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

IRA 15-20 Minute-Session: The 10-year Rule for Designated Beneficiaries

  • 01 Sep 2022
  • 12:00 PM - 12:30 PM


Registration is closed

Please join me for 15 minutes as I discuss  the 10-year rule for designated beneficiaries. members only. Not a member? Please join here

Stay after if you want to: ask/listen to questions and get my answers.


  • Who is a designated beneficiary
  • Pre-SECURE Act Rules for designated beneficiaries
  • SECURE Act rules for designated beneficiaries
  • How the 10-year rule really works for designated beneficiaries - per the proposed RMD regulations
  • What if a designated beneficiary missed an RMD

Zoom invitation will be sent out.

When you log on to Zoom, please feel free to edit/change your name if you want to(all attendees are able to see the list of attendees).

Included: An article explaining the rules. Please feel to share the article with your contacts.

Questions? please send me an email \

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