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

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

Registration


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.

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 \

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877
Fax: 888-524-3120

(C) Appleby Retirement Consulting Inc 2006-2021
Terms of Use
  |  About Denise Appleby  |  Media &Press
Legal  |  Delivery & Return Policy  |  Contact Us

Powered by Wild Apricot Membership Software