Proposed IRS Rules on Required Minimum Distributions: What Every Large IRA Owner Needs to Know In-Person
On February 23rd, the Internal Revenue Service released proposed regulations under the Setting Every Community Up for Retirement Enhancement (SECURE) Act. In this exclusive in-Person seminar, John Lau CPA, CFP® will review some of the key changes in the proposed rules, including: • How the proposed regulations contradict the industry’s interpretation of the 10-year rule for post RMD beneficiaries • Which designated beneficiates must take annual RMDs under the 10-year rule • What is the definition of a ‘minor’ for RMD purposes? • Considerations for making trusts the beneficiaries of retirement accounts. • Accumulation vs conduit trusts • Roth conversion considerations.
Presented by John Lau CPA, CFP®. John is the Managing Director of LFS Wealth Advisors, a comprehensive wealth management firm serving the San Francisco Bay Area. He is the founder of Financial Aptitude Training (FiAT), a 501(c)(3) non-profit organization dedicated to teaching financial literacy to the general public through his popular and highly regarded public seminars.
- Date:
- Tuesday, August 23, 2022
- Time:
- 2:00pm - 3:00pm
- Time Zone:
- Pacific Time - US & Canada (change)
- Location:
- San Mateo Main
- Audience:
- Adults Seniors
- Categories:
- Business/Finance Special Events