RMD Lessons From Real Life Cases
May 15, 2017
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Although December 31 might seem a long way off, early planning can help to increase the efficiency and accuracy with which your clients take their required minimum distributions. Start your clients’ RMD process early, and incorporate these little known RMD rules where applicable.