Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at [email protected].
Let’s get started with a brief tour of the Member Section.
Questions? Email us at [email protected]
Helping Diligent Advisors Ensure They're On The Right Planning Path
RMDs (Required Minimum Distribution) are often an inconvenience to our clients. The timing, amount, and tax consequences associated with RMDs might run the risk of throwing a wrench in our clients’ financial plans, but it doesn’t have to be that way. That’s where you step in.
With your help, clients will have a better understanding of what options they have at their disposal when managing their RMDs in relation to their financial situation.
This checklist covers important factors a client needs to know when reviewing their RMDs, such as:
Click here for a client-facing email template. And make sure to check out the Deliverable tab.