Webinar Replay

Tax Planning
Financial Planning
Helping Clients Cope with their Required Minimum Distributions
83% Rating
Bookmark
Edward McQuarrieGuest Expert: Professor Emeritus Ed McQuarrie,

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. T...

Trusted by 1000+ Financial Advisors

Unlock Unlimited Expert Webinars

Get Full Access to 100+ Sessions at $19/month

Subscribe Now

Discussions & Comments

jpswee@gryphonadvisors.net 3 years 2 months ago
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

Permalink

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.

Search Webinars, Sessions, and More

Most Popular Searches

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. This webinar showed advisors that there is little to fear from RMDs, hence no need for panicky Roth conversions to avoid them.