Join Bob Keebler as he reviews all of the issues you need to be on top of, including:

* A review of how the new regulations are structured
* The Final Rule for post-mortem RMDs for those client's dying before their RBD
* The Final Rule for post-mortem RMDs for those client's dying after their RBD
* The Proposed Rule under Section 327 of SECURE 2.0
* Final Regulations for IRAs payable to trusts
* Changes to the eligible designated beneficiary rules
* Treatment of disability trusts
* Treatment of Roth IRAs
* Coverage of the five-year and ten-year rules
* Flowcharts to distill the new rules to common practical situations
* Nuisances to the new ten-year rule
* Planning for the surviving spouse
* Planning to capture the five exceptions to the new ten-year rule
* Practical examples make the new rules easy to understand
* Disability and special needs issues
* RMDs required during the ten-year period for deaths after the RBD
* No forced RMDs for Roths during the first nine years after death
* Special rules for spouses including rollover rules
* New provisions for decanting and reforming IRA trusts
* New provisions for Power of Appointment trusts