04.05.2023 - RMD
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Seven Ideas to Manage the Required Minimum Distribution Rules for Owners
Presented by Michelle O'Haren, JD, LLM, CPA, CFP®, RICP®,, Pacific Life
Listen as Michelle O’Haren JD, LLM, CPA, CFP®, RICP®, Senior Retirement Strategy Consultant at Pacific Life takes a deep dive into RMD rules, the two different types of RMDs, lifetime tables and rules to limit wealth transfer.
Attendees Comments:
A few comments from listeners:
Good to get a deep dive into the RMD arena that can be quite detailed and nuanced. Thanks
- James M.
I got a better concept of QCD's and excellent ideas on how to use them for tax planning. Great job Michelle!!
- Russell F.
I was unaware of the rule to take a QCD before RMD to avoid having the QCD show up as income on your tax return.
- Thomas J.
Important to remind clients that, with IRAs, taking withdrawals is the obvious option--but they should also consider the benefits of the less obvious option, annuitizing.
- Maria R.
There appears to be nothing secure in learning the secure Act :) ...Tom again another excellent presentation. Your program has taken the credit process for CFP's and the learning objectives to a much higher professional level. Well Done!
- Edward D.
Good to get a deep dive into the RMD arena that can be quite detailed and nuanced. Thanks
- James M.
I got a better concept of QCD's and excellent ideas on how to use them for tax planning. Great job Michelle!!
- Russell F.
I was unaware of the rule to take a QCD before RMD to avoid having the QCD show up as income on your tax return.
- Thomas J.
Important to remind clients that, with IRAs, taking withdrawals is the obvious option--but they should also consider the benefits of the less obvious option, annuitizing.
- Maria R.
There appears to be nothing secure in learning the secure Act :) ...Tom again another excellent presentation. Your program has taken the credit process for CFP's and the learning objectives to a much higher professional level. Well Done!
- Edward D.
Good to get a deep dive into the RMD arena that can be quite detailed and nuanced. Thanks
- James M.
I got a better concept of QCD's and excellent ideas on how to use them for tax planning. Great job Michelle!!
- Russell F.
I was unaware of the rule to take a QCD before RMD to avoid having the QCD show up as income on your tax return.
- Thomas J.
Important to remind clients that, with IRAs, taking withdrawals is the obvious option--but they should also consider the benefits of the less obvious option, annuitizing.
- Maria R.
There appears to be nothing secure in learning the secure Act :) ...Tom again another excellent presentation. Your program has taken the credit process for CFP's and the learning objectives to a much higher professional level. Well Done!
- Edward D.