Action Plan for Quickly Advising Clients on RMD Age Increase
Jan 10, 2023
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Details and examples of the SECURE Act 2.0 RMD age change equip you to guide clients promptly. Missing RMD deadlines, miscalculating RMD amounts, and taking less than the RMD amounts are common mistakes. Don’t let clients get caught in the shuffle.