Is Your Retirement Plan Compliant? RMDs, Attribution Rules, and Plan Amendments скачать в хорошем качестве

Is Your Retirement Plan Compliant? RMDs, Attribution Rules, and Plan Amendments

💡 Is your company's retirement plan up to date with the latest IRS requirements? IRS Notice 2025-60 has introduced mandatory changes for RMDs and attribution rules that you must address to maintain your plan's tax-favored status. Watch this video to learn exactly what needs to change and the critical deadline you cannot afford to miss. This is SW ACCOUNTING & CONSULTING CORP. In this video, I'm breaking down IRS Notice 2025-60 in a way that's easy to understand. If you're a business owner or plan sponsor, you'll want to pay close attention to the 2027 deadline and the new RMD rules we discuss. 🛡️ ⏰ Timestamps 00:00 Intro 00:45 The IRS's New To-Do List (Notice 2025-60) 01:26 Understanding the Amendment System: The RA List 02:21 Your 2027 Deadline: The Most Important Date 03:08 Inside the 2025 List: RMDs & Attribution Rules 05:00 What Plan Sponsors Must Do: Your 3-Step Action Plan 05:52 Wrap-up & Final Thoughts ✅ About Us SW ACCOUNTING & CONSULTING CORP is a California-based CPA firm providing comprehensive accounting and tax solutions for businesses and individuals. As CPAs licensed in both California and South Korea, we offer expert, bilingual (English & Korean) guidance on federal/state tax, audit, payroll, and more. ✅ Contact Us for a Consultation Website: https://www.sw-cpas.com Email: swyoun@sw-cpas.com ✅ Follow Us LinkedIn: SW Accounting & Consulting Corp Instagram: @swcpas12345 X: @SWCPAS Threads: @swcpas12345 ⚠️ Disclaimer The information provided in this video is for general informational purposes only and does not constitute professional legal or financial advice. You should consult with a qualified professional for advice tailored to your specific situation. #IRSNotice202560 #RetirementPlan #SmallBusinessTaxes #CaliforniaCPA #RMD #SECUREAct #401kCompliance #TaxPlanning