Final RMD Regulations: RMDs and The Distribution Options for IRA Owners and Beneficiaries

The IRS issued its highly anticipated final regulations for required minimum distributions on July 19, 2024. These regulations incorporate rules from both the SECURE Act and SECURE 2.0 Act. With these final regulations, the IRS answers many burning questions, including whether designated beneficiaries must take RMDs on an annual basis, whether the 10-year rule is extended, and whether minor children must take annual RMDs. These and other key provisions will be covered during this webinar. Testimonial: “Denise Appleby is always great. The presentation was very helpful in simply explaining what can be a complex topic.”