Big changes are here for retirement plan distributions.
On July 19, 2024, the IRS dropped new Final and Proposed Regulations—and they’re a major shift from what we saw in 2022. Join Michael Gray, CPA, as he breaks down what’s new, what’s changed under SECURE 2.0, and how it all impacts estate planning and post-death retirement account management—especially for surviving spouses and other beneficiaries.
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Tax consultants, attorneys, and financial planners
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