The Complete Required Minimum Distributions Guidebook is a 7-page guide that includes all the tools you'll need to become the RMD expert that your

clients need.

The RMD predicament is a hot topic for financial advisors and their affluent clients, especially those that are at least 70.5 years old and don't yet need the income from RMDs. Savvy financial advisors must consider a broader range of options to maximize tax consequences for their clients.

Use this comprehensive guide to help your clients develop a solution to their

RMD problems.


• Form to Determine Clients' RMDs

• Life Expectancy Tables

• Top RMD Strategies to Meet Any Challenge
   Your Clients May Face

• Spousal Beneficiary Strategies