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…
IMQ Application #3: Roth IRA Conversions
Do you have any clients that want to take advantage of Roth IRA tax rules, but cannot because their income exceeds $200,000 or all their funds are tied up…
IMQ Application #7: I Need Cash
Dipping into your retirement account for a cash distribution is a risky move. However, sometimes it needs to be done. Whether to pay debt, recover from a pandemic, pay…