What You'll Learn
This session will include a deep dive into RMD rules, the two different types of RMDs, lifetime tables and rules to limit wealth transfer.
Join Michelle O’Haren JD, LLM, CPA, CFP®, RICP®, Senior Retirement Strategy Consultant at Pacific Life when she shares…
This session will include a deep dive into RMD rules, the two different types of RMDs, lifetime tables and rules to limit wealth transfer.
Join Michelle O’Haren JD, LLM, CPA, CFP®, RICP®, Senior Retirement Strategy Consultant at Pacific Life when she shares 7 ideas to managed RMDs:
- Avoid them: Use a Roth
- Gift them: To charity
- Gift them: To children or others
- Start early: Before age 72
- Start late: At retirement
- Start late: At age 85
- Pick and choose: What IRA to use
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.