Navigating and Even Understanding the SECURE Proposed Regulations

Exclusive On-Demand Webinar from Natalie Choate

What a Trip!

Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late February of 2022, ending the long wait. Although the proposed regulations answer many questions, they also raise a few new wrinkles and include some perhaps surprising provisions.

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Bonus Content

Purchase includes, “The Estate Planner’s Guide to The Treasury’s Proposed Regulations regarding SECURE’s Changes to the Minimum Distribution Rules (and a Few Other Things)”, a 58 page analysis by Natalie Choate.


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