There is as yet no formal “update,” supplement, or new edition of Natalie’s book Life and Death Planning for Retirement Benefits (Ataxplan Publications 2019). However, read in conjunction with the book, the following outline provides all new development information needed regarding the new RMD rules and new trust rules:

Click here to download Natalie’s OUTLINE (most recently updated 5/8/24) covering SECURE (2019), SECURE 2.0 (2022), IRS Proposed Regulations restating RMD rules (Feb 2022), new life expectancy tables for computing RMDs effective in 2022, and IRS Notices 2022-53, 2023-54 and 2024-35.