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.
Director of Operations at Morrison Law Group, PLC
As our Director of Operations, Kim plays a vital role in overseeing the day-to-day operations of the law office, including planning public and client events, fostering positive client interactions, and coordinating marketing efforts.Read More!
Latest posts by Kim Morrison (see all)
- Morrison Law Group PLC Named Finalist in CityBusiness 2025 “Best of the Best” Awards – Vote Now - April 14, 2025
- The Seedier Side of the Holidays - December 4, 2024
- It’s a Great Time to Consider a Donor Advised Fund - December 3, 2024
