4 IRA and RMD Planning Strategies to Consider With Clients for 2021

May 3, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
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The market has significantly appreciated over the past year, and client RMDs for 2021 are likely to be much larger than they were in 2019, before the RMD holiday in 2020. We look at four distribution planning strategies to discuss with clients.

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