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The Evolution of the SECURE Act: The Proposed Regulations and SECURE 2.0


In late 2019, the SECURE Act drastically altered the required minimum distribution rules for retirement accounts. In 2022, the IRS issued proposed regulations, and SECURE 2.0 was enacted into law.

We discuss how the 2022 developments clarified and changed the required minimum distribution rules, particularly as they impact beneficiaries of retirement accounts.

SPEAKERS

  • Christina G. Hinkle, McPherson Rocamora Nicholson Wilson & Hinkle PLLC, Durham

PRODUCED
Session from 28th Annual Elder and Special Needs Law Symposium, February 22–23, 2024

APPROVED CREDIT
North Carolina: 1.50 MCLE Hours

Qualifies for NC State Bar Elder Law Specialization

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