Trusts, Estates & Probate

FastTrack

4.32

IRA RMD Overhaul: Final SECURE and SECURE 2.0 Rules Explained

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
OnDemand
1 hours 1 minute
Melvin Cook
With Melvin A. Cook from Law Office of Melvin A. Cook
Recorded September 30, 2024
Product ID 99660

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Overview

What's Changed Since the Proposed Rules and How to Comply

IRS has just released its final rules qualifying the implementation of landmark SECURE Act and SECURE 2.0 Act. The tax and estate planning implications are seismic, if not entirely unexpected. This update offers a cogent summary of how proposed rules have changed and practical tips for revising your current and future planning approaches. Get guidance for adapting your inherited IRAs practices - register today!

  • Learn what the final rules mean for existing plans that utilize the eliminated "stretch."
  • Clarify who qualifies for exemption from the 10-year rule.
  • Discuss new IRA planning tools you'll want to adopt into your practice.

Abbreviated Agenda

  1. The Final Rules vs. What Was Proposed: A Quick Summary
  2. Final Rules Implementation Timeline
  3. The 10-Year RMD Rule and Eligible Beneficiaries
  4. Future Inherited IRAs Planning Implications
  5. Required Minimum Distributions (RMDs) Tactics for Existing Inherited IRAs
  6. Reviewing and Revising Current Plans

Related Topics

Product ID 99660

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. IRA RMD Overhaul: Final SECURE and SECURE 2.0 Rules Explained

    1. The Final Rules vs. What Was Proposed: A Quick Summary
    2. Final Rules Implementation Timeline
    3. The 10-Year RMD Rule and Eligible Beneficiaries
    4. Future Inherited IRAs Planning Implications
    5. Required Minimum Distributions (RMDs) Tactics for Existing Inherited IRAs
    6. Reviewing and Revising Current Plans

Who Should Attend

This legal update is designed for attorneys. Accountants, fiduciaries, tax professionals, employee benefit plan coordinators, and paralegals will also benefit.

Speakers

Melvin A Cook
Melvin A.
Cook
Law Office of Melvin A. Cook
Speaker bio
Melvin A Cook

Melvin A. Cook

Law Office of Melvin A. Cook
Melvin Cook

is a sole practitioner in Sandy, Utah, where his practice areas include civil litigation, family law, personal injury, estate planning, Social Security disability, and workers' compensation. He is a member of the Utah State Bar and Salt Lake County Bar. Mr. Cook earned his B.A. and M.B.A. degrees from the University of Utah and his J.D. degree from Brigham Young University.

View full profile

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