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What You Need to Know About SECURE Act 2.0

February 22, 2023 by Compliments of Bier Law

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly. Just when advisors began to get comfortable with the new 10-year rule, the United States Treasury Department promulgated proposed Treasury Regulations early in 2022 adding additional complexity to that rule by requiring annual distributions for a non-EDB of a participant who died after their Required Beginning Date. Once again, the SECURE Act includes additional provisions with which every advisor should be familiar. Read on to learn more.

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Compliments of Bier Law
Compliments of Bier Law
Compliments of Bier Law
Latest posts by Compliments of Bier Law (see all)
  • What Happens When You Don’t Trust Your Trustee – Part II - March 8, 2023
  • What You Need to Know About SECURE Act 2.0 - February 22, 2023
  • What Happens When You Don’t Trust Your Trustee – Part I - February 8, 2023

Filed Under: Estate Planning, legal education, retirement planning

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