Secure 2.0: New RMD Option for Surviving Spouses of Inherited IRAs 0.2 Credit
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Secure 2.0 have added options for surviving spouse beneficiaries to be treated as the deceased spouse when inheriting IRAs from their late spouse.
This option allows the surviving spouse to use the more advantageous Uniform Lifetime Table to calculate RMDs from the deceased spouse’s IRA.
Although the new regulations won't be in place until 2024, it's not too early to get familiar with them so that you can use this option to assist your customers in similar circumstances in the future. The new rules could be particularly beneficial if the younger spouse dies first or the surviving spouse remarries.
This CPE course by Drew Steven will cover the changes in the RMD rule, social security overview, spousal benefits, divorce benefits, and more.
At this time, Nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts Nano-learning, you can ask your state board or visit the NASBA registry.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 0.2 CPE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 0.2 CPD | Eligible |
| Taxes for Certified Wealth Strategist (CWS) | 0.2 CE | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 0.2 CE | Eligible |
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Established as a renowned financial consultant, educator, and speaker, Steven specializes in helping individuals achieve financial transformation. He empowers professionals to build wealth, achieve their financial goals, and create a legacy.
A passionate educator and public speaker conduct engaging seminars and workshops on financial literacy and wealth management. he has helped countless individuals and families understand:
Who Drew Really Is
Drew Public speaker shares his insights through published works, making financial education accessible to a wider audience. Through financial literacy he empowers and inspires individuals to live their best lives.
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