A sound understanding of the required minimum distribution (RMD) rules by advisors is a necessity, as RMDs are one aspect of retirement distribution planning that impacts nearly all clients at one point or another. Add to that the mass of Baby Boomers - the first of which are now 70 « - who need RMD help and it's easy to see a golden opportunity awaits the educated advisor. Sadly though, evidence shows that most advisors vastly overestimate their knowledge of core RMD rules, which can lead to disastrous consequences. In this webcast, you will learn about RMDs from the "ground up" to ensure you can give sound advice for years to come. Special focus will be paid to the intricacies and nuances of this deceivingly complex aspect of the law so that you can help clients correct mistakes that have already occurred and avoid others before they even happen.
Individual webcastProgram Level:
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.