American Institute Of Cpas - Personal Financial Planning (pfp)

During tax season, the IRS released SECURE Act proposed regulations that came with some surprises and made calculating RMDs more complicated. In this episode of the PFP Section podcast, Bob Keebler interviews Ed Slott to get you up to speed on the latest. They discuss: What’s important for CPA financial planners to know about these new regulations How the IRS’s at least as rapidly rule has thrown a hitch in calculating RMDs Why the new rules make Roth IRAs more beneficial What to know about spouses and minor children beneficiaries Nuances such as the ghost life expectancy rule and hypothetical RMDs  Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Dive deeper into this topic with Bob Keebler on May 2nd or May 17th by registering for his webcast, How the 2022 SECURE Act proposed regulations will impact your clients. Tune in to other recent podcasts on SECURE i