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

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.

Agenda:

• 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 at:denise@applebyconsultinginc.com \