PLENARY | New SECURE Act Regulations - Feeling Insecure about the SECURE Act – Planning Under the Proposed Regulations

The Treasury Department’s February 2022 proposed regulations on required minimum distributions and designated beneficiaries provided some guidance on the changes made in the SECURE Act, but left other questions open as well. Although much has remained the same, the changes require careful consideration to determine the best plan of action for each client. This session will cover lifetime contribution rules, new categories of beneficiaries, post-death minimum distribution rules before, on, and after the “required beginning date”, how the 10 year rule works, planning for minors or disabled or chronically ill beneficiaries, planning options in the face of uncertainty, and top rules of thumb to remember in planning after the SECURE Act.
Speakers: Robert K. Kirkland, Kirkland Woods & Martinsen, LLP, Liberty and Kathleen R. SherbyBryan Cave Leighton Paisner LLP, St. Louis