Get Creative in Helping Your Clients Manage Unwanted RMDs
The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each year. ...
Federal CARES Act waives RMDs for 2020
The federal CARES Act, enacted in March 2020, waives RMDs for all types of qualified plans (including IRAs, inherited IRAs,...