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 firstname.lastname@example.org.
**This guide has been updated to incorporate new changes made by The SECURE Act 2.0 that are effective for the 2024 year. Any SECURE Act 2.0 changes that are effective for 2025 will be incorporated into this guide at the start of the 2025 year.
The rules surrounding RMDs (Required Minimum Distribution) are complicated and often require a few conversations with clients to help them understand the issues that must be considered.
To help make this easier, we have created the “Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?” flowchart. This flowchart addresses common questions about RMDs for clients that have reached RMD age, including: