Webinar Replay

Helping Clients Cope with their Required Minimum Distributions
Guest Expert: Professor Emeritus Ed McQuarrie,
Date:
Attendee's Excellent Rating: 83%
Webinar Replay Description

Mass affluent clients with the bulk of their financial wealth in tax-deferred accounts will have to take substantial RMDs. Some may dread the prospect of having to expose this wealth to taxation.

Attendees Comments:

jpswee@gryphonadvisors.net
Ed was quite methodical, straight-forward, rigorous, and knowledgeable. For example, i learned the five-step methodology for calculating the RMD factor, including interesting tidbits such as the use of the annuitant life expectancy measure instead of general population, and the assumption that the IRA owner is married with a spouse ten years younger.

jpswee@gryphon…

Wed, 02/01/2023 - 12:52

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Comments
Ed was quite methodical, straight-forward, rigorous, and knowledgeable. For example, i learned the five-step methodology for calculating the RMD factor, including interesting tidbits such as the use of the annuitant life expectancy measure instead of general population, and the assumption that the IRA owner is married with a spouse ten years younger.
01.24.2023 - RMD
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