Navigating Financial Uncertainty: How to Protect Your Wealth in Volatile Times​

Authored by Dawn Mabery Chestnut, CFP®, MSPFP, ChFC®, AIF®, MPAS™, this white paper explores the complexities introduced by the SECURE Act and subsequent IRS guidance on inherited retirement accounts. Dawn outlines a systematic workflow—supported by custom tools—to help advisors manage Required Minimum Distributions under the 10-Year Rule with precision. The piece emphasizes strategies for tax planning, in-kind transfers, and compliance, offering solo and small-firm advisors a scalable, time-saving approach that builds client trust and minimizes risk. This whitepaper includes an accompanying customizable template excel spreadsheet and workflow.