Final RMD Regulations: An Overview of Key Provisions

Appleby Retirement Consulting Inc.

Learning Objectives-- Be able to:

1. Explain the final RMD regulations impacts on the A.L.A.R. rule 
2. Identify which types of beneficiaries are subject to the 10-year rule 
3. Identify beneficiaries who qualify for the automatic waiver of the excise tax on RMD failure
4. Explain the changes to Roth RMD requirements. 

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