Planning Opportunities in the Wake of Suspension of the RMD Rules |
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Product Availability: This product is currently out of stock, but can be placed on backorder.
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Under Section 201 of the Worker, Retiree and Employer Recovery Act of 2008, the required minimum distribution (RMD) rules under IRC section 401(a)(9) for the 2009 tax year have been suspended.
Thus, if one has reached his/her required beginning date (i.e. age 70 ½), he/she will not have to take out an RMD for the 2009 tax year. This presents numerous opportunities for the advisor and their client.
Throughout this seminar we will focus on how sophisticated advisors can use these key opportunities to become their client's most valued advisor.- Loss harvesting
- Roth IRA conversion planning
- Rental real estate passive activity losses
- Refundable AMT credit
- Social Security taxability
- Non-qualified annuities
- Post-mortem RMDs (qualified IRA beneficiaries)
- Post-mortem RMDs (non-qualified IRA beneficiaries)
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