RMD Planning

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.

With all the talk about Social Security planning,  the IRA money on the sideline goes unnoticed and becomes a ticking tax time bomb to your clients estate. 

Synergy can help with some of our favorite strategies to help defer and replenish unwanted distributions.


Call us to learn: 

-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!


When it comes to RMDs, we are here to help.