Get RMD ready with AuguStar
Are your clients RMD ready?
The AuguStar Advanced Planning Team has put together three resources to help you navigate required minimum distributions this year. First, check out the newly released podcast episode, “Planning for RMDs,” featuring a discussion by Jim Barbee, JD and Carlos Zarate, ChFC, on RMD basics, Timely strategies, and new rules on inherited accounts.
Secondly, our comprehensive RMD Guide is available now, detailing RMD planning ideas, including tax minimization strategies. Cash value life insurance, annuities, gifting and Roth conversions are all discussed.
If you only need a quick reference tool, that’s where the RMD one-pager comes in, titled “Simplifying RMDs with Annuities”. This quick guide also?includes inherited account rules and an annuity case study that shows how an income rider can help you plan for RMDs.
RMD Resources
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