A conversation about maximizing your clients’ RMDs
Join us for this eye-opening discussion about how you can help your clients get the most out of their retirement accounts. Host Pat Scanlon, along with guests Thea Marasa-Scafidi and Joe Pantaleo will focus on the following topics:
Topics covered:
- How to optimize inherited IRAs
- How to optimize deferring IRAs and the tax benefits of deferral
- How to optimize IRA distributions for your client
Register now to reserve your spot.