Webinar Replay

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.