3 Ideas to Save RMDs

Finally, a way to find clients with the “too much money” problem.

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Listen to our on demand presentation

3 Ideas to Save RMDs

 

Finally, a way to find clients with the “too much money” problem

RMDs can be a real pain to higher-income clients who don’t need the funds and don’t want the distributions’ added income tax burden. Watch now to learn 3 of our favorite strategies to help defer and replenish unwanted distributions.

Here is what we will cover:

  • How to use NEW IRS rules to reduce RMDs for your clients by 25%
  • How to replace RMD distributions and preserve the value to the heirs with ease!
  • Walk through a sample case that could lead to your next sale

 

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Call me at 888-694-7271 for more details!

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