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      "@type": "LocalBusiness",
      "@id": "https://gocontinuity.com/#localbusiness",
      "name": "Continuity Transition Services",
      "url": "https://gocontinuity.com",
      "telephone": "480-631-0700",
      "email": "PLACEHOLDER - ADD BUSINESS EMAIL",
      "address": {
        "@type": "PostalAddress",
        "streetAddress": "1521 W. Citation Lane",
        "addressLocality": "Chandler",
        "addressRegion": "AZ",
        "postalCode": "85224",
        "addressCountry": "US"
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        "@type": "Country",
        "name": "United States"
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      "founder": {
        "@type": "Person",
        "name": "Curtis Kloc"
      },
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      "@id": "https://gocontinuity.com/business-management-consultant/rmd-transition-support/#service",
      "name": "RMD Transition Support",
      "serviceType": "Business Management Consultant",
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        "@type": "Country",
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      "url": "https://gocontinuity.com/business-management-consultant/rmd-transition-support/",
      "description": "RMD transition support for financial advisor transitions, including retirement account visibility, inherited IRA tracking, prior withdrawal follow-up, and post-transition cleanup support nationwide."
    },
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      "@id": "https://gocontinuity.com/business-management-consultant/rmd-transition-support/#faq",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "Why do RMDs need special attention during an advisor transition?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "RMDs may be affected by timing, prior withdrawals, account movement, client age, inherited IRA status, and year-end deadlines. During a transition, these items can get lost behind forms, transfer status, and client onboarding work."
          }
        },
        {
          "@type": "Question",
          "name": "Does Continuity calculate RMDs or provide tax advice?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "No. Continuity does not calculate RMDs or provide tax advice. Continuity helps organize and track RMD-related operational questions so advisors can coordinate with custodians, tax professionals, compliance teams, and clients."
          }
        },
        {
          "@type": "Question",
          "name": "What makes inherited IRAs more complicated during a move?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Inherited IRAs may involve beneficiary status, different distribution considerations, account history, and additional documentation. They deserve extra visibility during transition cleanup, especially if records are incomplete."
          }
        },
        {
          "@type": "Question",
          "name": "What if a client already took part of an RMD before the transition?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "That prior activity should be tracked and reviewed with the proper custodian, tax, or compliance partner. The advisor team needs visibility into what happened before the move so post-transfer follow-up is not based on guesses."
          }
        },
        {
          "@type": "Question",
          "name": "Can transfer delays create RMD confusion?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Yes. If retirement accounts are stalled, partial, or moving close to year-end, the advisor team may need a clearer view of status, timing, and open questions."
          }
        },
        {
          "@type": "Question",
          "name": "Is RMD transition support part of post-transition cleanup?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Often, yes. RMD questions commonly sit beside residual assets, cost basis gaps, ACH updates, transfer exceptions, and client service requests after launch."
          }
        },
        {
          "@type": "Question",
          "name": "Who should be involved in RMD follow-up?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Depending on the issue, the advisor may need to coordinate with the custodian, tax professional, compliance team, client service team, and client. Continuity helps keep the operational follow-up organized."
          }
        },
        {
          "@type": "Question",
          "name": "What should we bring to an RMD review call?",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "Bring a high-level view of retirement account count, inherited IRA exposure, transition timing, known prior withdrawals, year-end concerns, and any client questions already received. Do not send confidential client data through a public form."
          }
        }
      ]
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          "name": "Home",
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