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.
01.24.2023 - RMD
Helping Clients Cope with their Required Minimum Distributions
Presented by Professor Emeritus Ed McQuarrie,