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You Ask, We Answer webinar: RMDs – To take or not to take

March 25, 2021 @ 1:00 pm - 1:30 pm

As your clients begin close the proverbial book on their 2020 taxes, some will be ready to turn their attention to 2021. How will RMDs play into your clients’ 2021 financial security plan given all the recent changes? In this special Finseca Product Intelligence edition of You Ask We Answer, we welcome retirement expert Steve Parrish to discuss the questions of RMDs in 2021. Come with questions from our expert and use the content as a reason to reach out to your clients.

Access on Finseca 360

Have an immediate question? Contact [email protected]


March 25, 2021
1:00 pm - 1:30 pm