Blog Posts in June, 2022

2022 SECURE Act Regulations - Navigating the Proposed Regulations for IRA Owners

The Setting Every Community Up for Retirement Enhancement Act (or “ SECURE Act” ) was enacted on December 20, 2019. The SECURE Act modified the rules for how retirement accounts, including IRAs, are distributed to beneficiaries after the death of the original owner of the account. In February of 2022, the Department of the Treasury released proposed regulations to clarify the application of the ...