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- What are the major effects of the Secure Act of 2020?
- What is the beginning age for IRA Required Minimum Distributions?
- What is the major impact of the loss of the “stretch” IRA payout for nonspouse beneficiaries?
- Will we have to send out amendments to our IRA accountholders?
- Clarifying reporting of Qualified Charitable Distributions to the IRS and why they will become more prevalent over the next couple of years.
- What are the mandatory notices and reporting to be distributed to IRA accountholders in January 2019?
- What are the mandatory notices and reporting that must go to the IRA accountholder in January 2020.