Required Minimum Distributions
Keep up with the latest changes affecting required minimum distributions and how they affect your clients, including those tied to 401(k)s plans, IRAs and annuities, as well as the best RMD strategies.
Have clients wanting to defer RMDs? MetLife offers a solution
By Warren S. HerschA QLAC version of MetLife's Guaranteed Income Builder now lets seniors defer a portion of their RMDs and income tax.
April 28, 2015
Here's how to maximize the value of IRAsThe most important year in the IRA life cycle happens earlier than many clients think.
April 27, 2015
To Maximize the Value of IRAs, Take Action When Client Is 69IRA owners will say the year in which you turn 70 is most critical, but it's the prior year when clients can reduce RMDs.
March 30, 2015
Taking RMDs early in the year: the case for and againstConsider encouraging clients to take their required minimum distributions now to avoid potential for error.
March 30, 2015
Taking RMDs early in the year: the case for and againstConsider encouraging clients to take their required minimum distributions now to avoid potential for error.
February 02, 2015
The Best Minimum Account Size: ZilchThat minimum you or your firm has imposed may well be responsible for the industry's awful new account opening statistics.
November 06, 2014
3 notes on the PPACA ultra-skinny plan guidanceA compliance specialist tries to tease out the deeper meanings.
October 13, 2014
Using Distributions in Monte Carlo SimulationLooking at some MCS distributions and learning how to use the most appropriate one.