Summerlin Benefits Consulting Q&AAnswer
Dec 02, 2024 - 08:17 AM
Under SECURE 2.0, starting in 2024, surviving spouses must choose to be treated as the participant for RMD purposes, rather than automatically being treated as the participant, as was the case before. If they choose to be treated as the participant, they can delay RMDs until they reach the RMD age themselves.
