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Episode 386 - Navigating IRS Regulations: Simplifying Complex Rules for Smart Planning

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Manage episode 459033555 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The financial world is complex, and it is not uncommon to feel “in over your head” when trying to tread through the vast, turbulent waters of IRS regulations, tax planning and financial portfolios.

So much to learn. So much to know. So many questions. Join us on today’s show as Dennis highlights some of the top financial questions from financial professionals from around the country. We’ll test your financial knowledge as we embark on crucial questions with not-so-obvious answers. Next, Heidi will unpack and explain Section 327 of the SECURE 2.0 Act, which changed the rules for spouse beneficiaries. Although there has been confusion about this section, the IRS has successfully clarified Section 327 with new proposed regulations. Finally, Deann will share stats in regard to the hot topic of AI and the realities of such a lofty endeavor.

Tune in and take control!

  continue reading

108 episodes

Artwork
iconShare
 
Manage episode 459033555 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The financial world is complex, and it is not uncommon to feel “in over your head” when trying to tread through the vast, turbulent waters of IRS regulations, tax planning and financial portfolios.

So much to learn. So much to know. So many questions. Join us on today’s show as Dennis highlights some of the top financial questions from financial professionals from around the country. We’ll test your financial knowledge as we embark on crucial questions with not-so-obvious answers. Next, Heidi will unpack and explain Section 327 of the SECURE 2.0 Act, which changed the rules for spouse beneficiaries. Although there has been confusion about this section, the IRS has successfully clarified Section 327 with new proposed regulations. Finally, Deann will share stats in regard to the hot topic of AI and the realities of such a lofty endeavor.

Tune in and take control!

  continue reading

108 episodes

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