Client-facing guide with a high-level overview of the required minimum distribution (RMD) rules that apply to IRAs and accounts under a defined contribution plan.
Client-facing required minimum distribution (RMD) Fact sheet for owners of IRAs and defined contribution plan accounts.
White Label this guide and share it would clients to help them know when they are supposed to start taking RMDs, the accounts from which they must take RMDs, and the consequences for not taking RMDs on a timely basis.
This quick reference guide (cheat sheet) covers:
This does not cover rules for inherited accounts.
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Yes. Your IRA Digestible comes with free updates for the year. If there are law changes that affect your IRA Digestible, we ill notify you. You can then download a copy of the newly updated PDF at no charge
Download and share your PDF copy with your local professional printer. We recommend the following specifics.
Share your IRA Digestible with clients, prospects, business connections, and anyone else that you think would appreciate the information.
No. But, compliance departments approve our products. If required, please share with your compliance department for approval.
Our Products
IRA Digestibles. IRA information condensed into digestible lenghts and format.
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