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The SECURE Act of 2019 increased the complexity of administering retirement plans for clients. Financial advisors are responsible to track the setup, investment, and distribution of these important client resources.
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The SECURE Act of 2019 established Required Minimum Distribution (RMD) rules for Eligible Designated Beneficiaries (EDBs) who may extend their distribution period for inherited retirement plans. Financial advisors have a significant responsibility to assure that client retirement accounts are properly set up to reflect the EDB exceptions.
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ProTracker RMD Calculator Assistant was developed to take the headache out of calculating and tracking RMDs, which has become even more odious with the new SECURE Act. Our experience as advisors gives us a unique understanding of your needs, and our goal is to make your business more efficient.
To learn more about ProTracker Advantage® (CRM) for your firm, fill out our CRM evaluation form. We respond to all inquiries. |
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