FA Magazine May 2022 | Page 67

LONG-AWAITED SECURE ACT RMD REGULATIONS RELEASED

The SECURE Act single-handedly upended many long-standing retirement rules on January 1 , 2020 — particularly those with large IRAs ! It also left many unanswered questions for retirement savers . In February 2022 , the IRS released an enormous 275-page document for how the SECURE Act RMD rules will work for IRA owners , plan participants , beneficiaries and especially IRA trusts . These rules are in effect now !
Be among the first professionals in the country to access in-depth , actionable training on navigating these latest IRA tax rules for your clients !
Ed Slott , CPA
Sarah Brenner , JD
Andy Ives , CFP ®, AIF ®
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