YOUR BROKERAGE GENERAL AGENCY

Tag Archives: RMDs

Get Creative in Helping Your Clients Manage Unwanted RMDs

By Brad Neves

November 15, 2021

The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each year. They may…

Federal CARES Act waives RMDs for 2020

By Brad Neves

September 1, 2020

The federal CARES Act, enacted in March 2020, waives RMDs for all types of qualified plans (including IRAs, inherited IRAs, 401(k)s, 403(b)s, and…

With NFG Brokerage, you no longer need to depend on a one size fits all approach. We work hard for you to create customized insurance strategies to help you deliver the most affective solutions to your clients. Your success is our success...don't delay!

+1 (800) 568.5667

MON–FRI 9AM–5PM

[email protected]