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The IRS has issued revenue procedure 2002-29, within which she has outlined the general requirements for QRPs to be amended with respect to the proposed and final RMD regulations.

Revenue procedure 2002-29 is attached.

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

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