What's New in the RMD Regulations

ASPPA [American Society of Pension Professionals & Actuaries]

Speakers: 

• Robert Richter, APM, J.D., LL.M., Director of Retirement Education, American Retirement Association
• Robert Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association, American Retirement Association

Description: 

Listen to Bob and Robert as they dive into the final and proposed RMD regulations that were issued on July 19, 2024. While there will be a brief overview of the general RMD rules, the bulk of the program will be a detailed focus on the key provisions of the regulations. For example, the treatment of designated Roth accounts, the application of the at-least-as-rapidly rule upon death, and the spousal election to treat a deceased participant's account for determining the amount of an RMD.
 

Learning Objectives:

• How to apply the 10-year rule after a deceased participant's RBD
• Understand how designated Roth accounts are handled
• Be able to explain how the spousal election to be treated as the employee impacts the determination of RMDs

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