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Covered Topics
- Who can postpone distributions to age 72?
- What is the difference between IRA Beneficiary Options for an EDB, DB and NDB?
- Who can still use the Single Life Expectancy Option?
- What triggers using the old beneficiary rules vs. the new beneficiary rules?
- When the new Life Expectancy Tables are released 2021, can we "grandfather" the old tables?
- What are the new philosophies on Financial and Estate planning due to the shortened beneficiary payouts?
- What are the estate payout options with the new rules?