Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Untangling The New Required Minimum Distribution (RMD) Rules
Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rules. In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions.
In this episode, hear Tyler Emrick, CFA®, CFP®, break down the key provisions, including the 10-Year Rule for beneficiaries and updates to RMD timelines, and how these changes impact your retirement and estate planning.
Here’s some of what we discuss in this episode:
What the SECURE Act changed when it passed in 2019 and what’s been updated since?
Which accounts…
The skinny
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