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Submitted by missy@financia… on

This in-depth webinar on the IRS's newly issued final regulations for Required Minimum Distributions (RMDs), integrates rules from both the Secure Act and Secure 2.0 Act. This webinar, led by Denise Appleby, a renowned expert in retirement planning, provided a comprehensive overview of the latest changes and their implications for retirement account holders and beneficiaries. Attendees gained valuable insights into key updates, such as the annual RMD requirements for designated beneficiaries, the new rules for Roth accounts, and the critical adjustments affecting individuals born in 1959.

Click link below to download power point presentation related to webinar

Paper
38 Slides

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
51 Minutes
Denise Appleby
CE Credit Designations and Licenses
CFP®
CLU
ChFC
RICP
Credit Type hours
1
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