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.
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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.