It’s Time to Start Thinking About Required Minimum Distributions (RMDs)

Year-end is quickly approaching, and tax season isn’t far behind. Do your clients have everything they need to ensure they’ve met annual RMD requirements? And are they prepared for upcoming discussions with you and their qualified tax advisor? Be sure to run an advanced report from Athene Connect under your book of business to view RMD eligible contracts and any remaining RMD amounts for 2024. 

We’ve also created a new RMD FAQ (25726) to make sure your clients understand the RMD fundamentals for their qualified annuity contract.