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Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act. After much delay and anticipation, Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the most-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. 

Specifically, this session will feature Bob Keebler, CPA reviewing the following:

•    A review of how the new regulations are structured
•    Flowcharts to distill the new rules to common practical situations
•    Nuisances to the new 10-year rule
•    Planning for the surviving spouse
•    Planning to capture the exceptions to the new 10-year rule

Learning Objectives: Understand new estate planning best practices for IRAs, including the source of the changes and the mathematics the options.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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