Taking RMDs early in the year: the case for and against
April 6, 2015 by Jeffrey Levine
Assume your clients are over 70 ½ and are subject to required minimum distributions (RMDs) on an IRA. You know they need to take that distribution in a timely manner, but that leaves a fairly wide window.
Should you encourage them to take their RMD now, early in the year? Click HERE to read…
Originally Posted at LifeHealthPro on March 30, 2015 by Jeffrey Levine.
Categories: Industry Articles