Forbes: Your Advisor’s Guide To The New IRA Distribution Proposed Regulations (March 18, 2022)

Forbes has published an article, “Your Advisor’s Guide To The New IRA Distribution Proposed Regulations”, which discusses the extensive new regulations proposed by the IRS on February 23, 2022. The article begins as follows: 

There is a saying that the road to clarity begins with confusion. For your advisor’s sake, we hope that is true.

The IRS issued Proposed Regulations on February 23, 2022 and they are quite extensive. The Proposed Regulations interpret many provisions of the SECURE Act relating to See-Through Trusts. Specifically, the proposed regulations help us to better understand the definitions and rules regarding Designated Beneficiaries, Eligible Designated Beneficiaries, and “Disregarded Beneficiaries”.

I thank Brandon Ketron for his assistance with this article. Please join us Tuesday, March 22nd at 3:00 pm EST for a free 30 minute webinar discussing the Proposed Regulations (Click here to register).

Click here to see the full article: “Your Advisor’s Guide To The New IRA Distribution Proposed Regulations”

Posted by Anthony Tran, Associate Editor, Wealth Strategies Journal

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