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S. Derrin Watson via Ferenczy Benefits Law Center
Sept. 26, 2024
"The good news is that the Final Regs did not make major changes to the 2022 proposed regulations. But there are important refinements and clarifications, and, of course, discussion of many of the SECURE 2.0 RMD changes that Congress passed after the Treasury released the proposed regulations. However, certain SECURE 2.0 changes are in the proposed regulations ... and the two sets of documents are intended to be read together. This article will highlight some of the most important changes."
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