An Action Plan for Clients Who Missed the 2013 RMD Deadlines
Jun 9, 2014
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Did a client fail to withdraw his required minimum distribution this year? It's an easy mistake to make, although not as easy to fix. Review the rules to determine if your clients have a reasonable cause for missing the withdrawal and whether they qualify for a waiver.