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American Institute of CPAs - Personal Financial Planning (PFP)

Apr 27, 2022

During tax season, the IRS released SECURE Act proposed regulations that came with some surprises and made calculating RMDs more complicated. In this episode of the PFP Section podcast, Bob Keebler interviews Ed Slott to get you up to speed on the latest. They discuss:

  • What’s important for CPA financial planners to know about these new regulations
  • How the IRS’s at least as rapidly rule has thrown a hitch in calculating RMDs
  • Why the new rules make Roth IRAs more beneficial
  • What to know about spouses and minor children beneficiaries
  • Nuances such as the ghost life expectancy rule and hypothetical RMDs 

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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