On July 19, 2024, the IRS published final regulations for required minimum distributions (RMD). These timely regulations are crucial for advisors as they prepare to integrate RMDs for IRA owners and beneficiaries into their planning strategies, especially in light of the impending Great Wealth Transfer.

Join Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA for an in-depth presentation designed to equip advisors with the knowledge and tools needed to navigate the recently published final regulations on RMDs. Included in the presentation will be changes made by the SECURE Act and SECURE Act 2.0.

In “Final RMD Regulations” by Denise Appleby, you will:

• Gain a comprehensive understanding of the RMD rules applicable to IRA owners and plan participants;
• Understand the new distribution options available to different classes of beneficiaries;
• Implement the 10-year rules that apply to beneficiaries;
• Evaluate unique planning strategies specifically tailored for spouse beneficiaries;
• Formulate strategies to mitigate taxes and avoid penalties on RMD shortfalls for both participants and beneficiaries.

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA is a nationally recognized expert on IRAs and employer plans and the author of several books on the subject. She is also a trainer, speaker, and consultant on IRAs and employer plans for small businesses. She helps financial, tax, and legal professionals avoid mistakes with their clients’ retirement accounts and, where possible, fix mistakes. Denise is a highly regarded source for leading media houses and well-known for be ability to translate the tax code to plain English.