1) 5th Client in the last few days shows up saying they had an appointment. BR looks at the appointment book and it happens to be the following week. Looks like Boss has been booking clients on the wrong day.
2) Boss does not understand RMD or MRD rules. She thinks that if the client turns 70.5 and 71 in the same year, the client needs to take 2 distributions. I tried to tell her this was not the case and tried to explain it, but no dice.
2 comments:
she's wrong
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