The long-awaited SECURE Act proposed regulations are finally here. Retirement, tax, and estate plans for your clients need to be rechecked as a result of the recently proposed SECURE Act regulations. IRA beneficiary designations and trust distributions need to be reviewed, among other items. As you develop a plan to maximize postmortem distributions, tune into this webcast to learn about:- Flowcharts, checklists, and practical protocols to help you help your clients; - 2021 RMDs that were likely missed in the case of death post required beginning date; - Key points related to the new proposed regulations compared with the existing rules; - When the 5-year rule, 10-year rule, and the life expectancy rules apply; - What happens when an eligible designated beneficiary dies; - Drafting and implementing disability and chronically ill trusts; - Drafting beneficiary forms for multiple children and trusts; - How the rules impact planning with trusts and trusts as beneficiaries; - Rules to follow based on date of death before or on/after January 1, 2020; -And much more!
Individual webcastCPE Credit:
Specialized knowledgeProgram Level:
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.