01.24.2023 - RMD
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.
Helping Clients Cope with their Required Minimum Distributions
Presented by 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. This webinar showed advisors that there is little to fear from RMDs, hence no need for panicky Roth conversions to avoid them.
Attendees 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.
