15-Jun-22
SECURE Act Proposed Regulations: The Concurrent Life Expectancy Trap
Take-Away: The SECURE Act’s Proposed Regulations create a potential trap that require the inheritor of an IRA to monitor concurrent life expectancies. Background: The SECURE Act’s Proposed Regulations impose a complex requirement that forces a designated beneficiary to monitor the decedent’s phantom life expectancy and their own life expectancy when it comes to calculating required […]
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