Get the essentials for working with clients to more effectively maximize retirement income, manage tax obligations and prioritize overall financial planning.

Client-friendly tools and resources

• RMD reference guide
  Get an at-a-glance tool to help talk to clients about the timing, calculation and aggregation rules for RMDs 
• Required minimum distributions FAQ
  Help clients understand the steps for withdrawing from qualified accounts 
• RMDs in a bear market
  See a planning strategy that may help clients bear the RMD burden if remaining IRA assets lose value 

_{Required Minimum Distribution as defined by Internal Revenue Code Section 401(a)(9).}