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BEGIN:VEVENT
DTSTART:20270209T163000Z
DTEND:20270209T183000Z
LOCATION:Media's Towne House, Media, PA
UID:2966020270209T163000ZRetirement Account Planning Post SECURE 2.0: The Final Regulations and 10 year Rule in Practice
DTSTAMP:20261007T035747Z
DESCRIPTION:\nThe IRS finalized SECURE Act regulations in 2024 and we now have several years of practical experience with the 10-year rule for non-eligible designated beneficiaries.  Marty will cover annual RMDs within the 10-year window, surviving spouse elections, the new rules for trusts as beneficiaries, and Roth conversion strategies that take advantage of the OBBBA tax brackets.\n\n \n[](https://delco.fcsuite.com/erp/donate/list/event?event_date_id=4734)\n \n
SUMMARY:Retirement Account Planning Post SECURE 2.0: The Final Regulations and 10 year Rule in Practice - Delaware County Estate Planning Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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