
Sign up to save your podcasts
Or


Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an overlooked opportunity, and today Matt and Micah will explain why this is one of those little areas where you can potentially deliver massive value.
You can find show notes and more information by clicking here: https://bit.ly/2tSqkoO
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Many advisors see one thing in particular as more of a nuisance than an opportunity to add value. What thing is that? Required minimum distributions, or RMDs. But the truth is that RMDs are often an overlooked opportunity, and today Matt and Micah will explain why this is one of those little areas where you can potentially deliver massive value.
You can find show notes and more information by clicking here: https://bit.ly/2tSqkoO

521 Listeners

193 Listeners

2,354 Listeners

948 Listeners

284 Listeners

797 Listeners

2,035 Listeners

257 Listeners

2,149 Listeners

930 Listeners

243 Listeners

339 Listeners

125 Listeners

135 Listeners

142 Listeners