IMQ Application #2: Delay RMDs
Do you have clients who complain about having to take Required Minimum Distributions (RMDs)? If any of these clients have younger spouses (in excess of 5 years), then we…
In Marriage QDRO® As an Alternative to the In-Service Distribution
An In-Service Distribution is often a valuable tool in planning a client’s financial situation. It allows your client to access funds prior to retirement, which affords them increased flexibility and…