Live Webinar: 90 Minutes

The IRS has issued final regulations that have significant implications and compliance requirements affecting IRA owner required minimum distributions (RMDs) and beneficiary distribution options calculations. Attend this timely webinar to get the information needed to react to the updated rules and clarifications before the January 1, 2025, effective date.

Join us to learn the most important provisions in the 260-page regulatory guidance affecting IRA RMDs and required IRA beneficiary distributions. The IRS’s final regulations issued on July 19, 2024, confirm numerous positions in the previously published proposed RMD regulations, provide greater clarity on a range of IRA owner and beneficiary RMD topics, and reflect changes or clarifications made in response to extensive industry feedback.

With a January 1, 2025, effective date, financial institutions have a very short period of time to review current IRA documents, policies, and procedures in order to identify changes that must be implemented between now and year end to comply with the final regulations.