Slott and Keebler on the complex new RMD rules | PFP learning library podcast archive
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Slott and Keebler on the complex new RMD rules | PFP learning library podcast archive

7 months ago · 33 min listen

During tax season, the IRS released SECURE Act proposed regulations that came with some surprises and made calculating RMDs more complicated. In this episode of the PFP Section podcast, Bob Keebler interviews Ed Slott to get you up to speed on the latest. They discuss:

  • What’s important for CPA financial planners to know about these new regulations

  • How the IRS’s at least as rapidly rule has thrown a hitch in calculating RMDs

  • Why the new rules make Roth IRAs more beneficial

  • What to know about spouses and minor children beneficiaries

  • Nuances such as the ghost life expectancy rule and hypothetical RMDs

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

Dive deeper into this topic with Bob Keebler on May 17th by registering for his webcast, How the 2022 SECURE Act proposed regulations will impact your clients.

Tune in to other recent podcasts on SECURE including The ins and outs of the new SECURE Act proposed regulations and How SECURE 2.0 will impact retirement planning.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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