Resources
RMD's - Stop taking Required Minimum Distributions
We have developed a method for individuals to avoid taking Required Minimum Distributions from their IRA’s or Qualified Plan.
Under this arrangement:
- No Required Minimum Distribution
- No Need to change investments, custodian or financial advisor.
- Flexible distributions, if desired
- Exit without penalty
- Must be implemented before year end
- Small administrative fee
Please let us know if you or any of your clients have an interest.