New Secure Act Proposed Regulations Released in February 2022
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Padlock and key sitting next to open laptop
Resources

New Secure Act Proposed Regulations Released in February 2022

5 months ago · 1.4 MB Download

SECTION

EXCLUSIVE

Resource

available

The long-awaited SECURE Act proposed regulations were finally released in late February 2022. As a complement to his podcast, The ins and outs of the new SECURE Act proposed regulations, Bob Keebler, CPA/PFS, shares a handout that walks PFP Section members and PFS credential holders through the following topics related to post-mortem IRA distributions:

  • Key points of the newly proposed regulations in comparison to existing regulations

  • What happens with deaths prior to the required beginning date?

  • Determination of the designated

Download the Handout: SECURE Act new proposed regulations

File name: 20220304-secure-act-slide-deck

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content