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Individual Retirement Account, Retirement Accounts, Financial Planner, Financial Advisors, Financial Services, Saving For Retirement, Retirement Planning, Required Minimum Distribution, Living Trust

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edwardslawfirm.com

Just When You Thought You Understood the 10-Year Rule, Think Again

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly by eliminating the stretch benefit for most designated beneficiaries and forcing all designated beneficiaries other than Eligible Designated Beneficiaries to use the 10-year rule for distributions. The 10-year rule was thought to operate much like the 5-year rule that existed before the passage of the SECURE Act. Recently issued proposed Treasury Regulations dispute…

Williamtedwardsjr

Williamtedwardsjr

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Find this Pin and more on The Edwards Law Firm by Williamtedwardsjr.

Individual Retirement Account

Retirement Accounts

Financial Planner

Financial Advisors

Financial Services

Saving For Retirement

Retirement Planning

Required Minimum Distribution

More information

Find this Pin and more on The Edwards Law Firm by Williamtedwardsjr.

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Just When You Thought You Understood the 10-Year Rule, Think Again | Estate planning, Ira, Retirement planning