As we head into the fourth quarter, it’s easy to get caught up in the season’s blitz — between year-end activity and the ongoing debate about whether our New England Patriots are legitimate Super Bowl contenders. But before the final whistle blows, make sure you’ve executed your Game Plan for Year-End RMD Success: confirming your clients have satisfied their Required Minimum Distribution (RMD) requirements.
New This Season
Managing RMDs for your clients has never been easier. You can now conveniently monitor progress for your Book of Business in the Retirement Hub.
(Menu → Retirement and Planning → Retirement Hub). Once in the Retirement Hub, click on the RMD hyperlink to view your client data and monitor who’s already scored and who’s still in the red zone.
Additional details regarding client RMD requirements are available in Wealthscape Reports via the NFS RMD Report (RMD – 112A, 220B, 220C).
Client Notifications
Your clients also get the play-by-play. On page 2 of their NFS Account Statement, they’ll find a clear summary of Year-to-Date (YTD) Distributions and their 2025 RMD amount — making it easy to compare what’s been completed and what’s still on the board.
Need a Coaching Assist?
Have questions about RMDs for your NFS Brokerage Account clients? Reach out to the best Service Team in the business at 1-800-344-7437 — we’re happy to help.
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