Have Your Clients Taken Their 2021 RMDs?

We’re officially in the third quarter and well on our way to year end. Required Minimum Distributions (RMDs) for 2021 distribution are required to be taken by 12/31/2021 and letters were sent in early January 2021 showing the December 2020 value and 2021 RMD amount. Do you know where your clients RMDs and Fair Market Value (FMV) resources are? To find documentation regarding your clients RMD information, go to My Business/Producer Profile/Summary dropdown/choose Statements and Correspondence/Correspondence – FMV Letters. There you can view a comprehensive list showing each client’s information.