Three weeks ago, the IRS released the long-awaited SECURE Act RMD proposed regulations.

As a member of Ed Slott’s Master Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource for knowing the facts and applying that to artful IRA planning.

On July 18, 2024, the IRS issued both final regulations under the 2020 SECURE Act and proposed regulations under the SECURE 2.0 Act of 2022. These long-awaited new regulations impact many parts of the required minimum distribution (RMD) rules for retirement accounts.

The final regulations are effective for 2025, and the proposed regulations can be used immediately as guidance. These PDF highlights are provided by Ed Slott and Company through the Elite IRA Advisor Group.

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