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The required minimum distribution may be viewed by many retirees as the bad guy, but in fact, it’s designed to stretch the retirement nest egg for a lifetime.
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.
With more baby boomers working longer, questions about how to handle IRA distributions are headed your way. Make sure you give your clients the right advice by knowing the facts.
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