FA Magazine September 2024 | Page 63

• The Shocking Final Decision : The convoluted 10-year RMD rule for inherited IRAs is here to stay
• An Expensive & Surprising Tax Trap : Key points for spouse beneficiaries
• Big Changes : New rules for IRA trust beneficiaries , including reduced complexities and challenges
• Proactive Planning Tips : Strategies to minimize taxes for your clients and their beneficiaries
Learn more and register today at irahelp . com / 2-day
Ed Slott , CPA
Sarah Brenner , JD
Andy Ives , CFP ®, AIF ®
Ian Berger , JD

Ed Slott and Company ’ s Exclusive 2-Day IRA Workshop INSTANT IRA SUCCESS

Featuring the latest retirement tax law changes , including the NEW SECURE Act 2.0 and the latest RMD rules in effect NOW !

SEPTEMBER 19-20 , 2024 Virtual

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More than four years after the SECURE Act took effect , the IRS has released its long anticipated final regulations on July 18 providing new clarity on these complex tax rules — plus proposed regulations for SECURE Act 2.0 . These significant RMD changes are crucial for all advisors to understand and discuss with their clients now !

• The Shocking Final Decision : The convoluted 10-year RMD rule for inherited IRAs is here to stay

• An Expensive & Surprising Tax Trap : Key points for spouse beneficiaries

• Big Changes : New rules for IRA trust beneficiaries , including reduced complexities and challenges

• Proactive Planning Tips : Strategies to minimize taxes for your clients and their beneficiaries

Learn more and register today at irahelp . com / 2-day
irahelp . com | 800-663-1340 | info @ irahelp . com
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