Retirement Plan Distributions ON DEMAND

Available Until Monday, May 31, 2027

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Overview

Big changes are here for retirement plan distributions. On July 19, 2024, the IRS dropped new Final and Proposed Regulations. Join Michael Gray, CPA, as he breaks down what’s new, what’s changed under SECURE 2.0, and how it all impacts estate planning and post-death retirement account management, especially for surviving spouses and other beneficiaries.

Highlights

Surviving spouse distribution rule updates. RMDs required after owner’s death. Beneficiaries named by will or trust.

Prerequisites

None.

Designed For

CPAs and tax professionals.

Objectives

Determine when a surviving spouse should roll over an inherited account and when to wait. Recognize new planning opportunities for disabled and chronically ill beneficiaries. Identify what required minimum distribution rules apply to an inherited account.