SECURE ACT UPDATE

Click here to download Natalie’s outline (most recently updated 12/14/21) covering SECURE, including new edition of IRS Publication 590-B and the “final” new life expectancy tables for computing RMDs effective in 2022 (NOT 2021). Natalie is still working on a formal update to the book Life and Death Planning for Retirement Benefits (8th ed. 2019), which will posted here for free download someday.