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Put together the pieces of the required minimum distribution (RMD) puzzle for your clients – helping them get the most out of their RMDs or minimize the impact of taking them – and you could uncover opportunities for additional sales.
With 2020 just around the corner, now could be a great time to raise the issue. Also, keep your eye on Washington D.C., as Congress continues to deliberate potential changes that could be coming to RMD rules – including a proposal to raise the starting age for RMDs from 70 ½ to 72. More to come.
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