How the 2022 SECURE Act proposed regulations will impact your clients
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How the 2022 SECURE Act proposed regulations will impact your clients

7 months ago · 1 hour 35 min watch

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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. Make sure that you have a plan to maximize postmortem distributions by tuning into this webcast as Bob Keebler, CPA/PFS, guides you through the following topics:

  • Flowcharts, checklists, and practical protocols to help you help your clients

  • 2021 RMDs that were likely missed in the

Download the Handout: 2022 SECURE Act proposed regulations

File name: 20220502-secure-act.pdf

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