A live workshop for Client Service, Support Advisors and Operations team members
Required Minimum Distributions can quickly get complicated when multiple accounts, aggregation rules, QCDs, inherited IRAs, and different deadlines come into play. Decoding RMD Rules focuses on understanding the rules well enough to recognize what matters, handle common situations confidently, and know when additional review is needed.
Workshop Agenda
RMD Fundamentals Lean which accounts are subject to RMDs and when distributions must begin
Deadlines & Timing Understand first-year RMDs, annual deadlines and common timing issues
Aggregation Rules Learn which RMDs can be combined-and which must remain separate
Inherited IRAs and QCDs Navigate the complex rules and regulations regarding inherited IRAs and Qualified Charitable Distributions to avoid common mistakes
Meet the speaker
Nick Scott
Founder, Advisory Education Partners
Nick Scott brings more than 30 years of financial services experience to the training and development of financial advisory teams. Through Advisory Education Partners, he works with RIAs to help advisors and client service professionals build the knowledge and skills needed to serve clients more effectively.
Make RMDs easier to understand, and easier to handle
Build a practical understanding of the rules and a repeatable approach for when clients ask RMD questions.
$49.99