Steve Johnian

Steve Johnian is an IRA consultant on the Retirement Consulting Services team at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since 2013, Steve assists affiliated advisors on a variety of retirement-related topics, ranging from traditional IRAs, Roth IRAs, and SEP/SIMPLE IRAs to distributions, beneficiary options, portability, and the like. He stays abreast of trends and developments affecting retirement accounts, including IRS laws and regulations, as well as industry news. A former competitive boxer, he attended UMass Lowell and held positions in client services, quality control, annuity services, and specialty services at Putnam Investments.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Required Minimum Distributions: A Primer for Financial Advisors

Required Minimum Distributions: A Primer for Financial Advisors

Posted by Steve Johnian

December 3, 2014 at 1:30 PM

The rules regarding required minimum distributions (RMDs) from retirement accounts—both IRAs and qualified plans—vary. For clients who have reached the age when they need to start taking retirement income, this can be very confusing. To help you bring some clarity to your conversations with clients, I’ve created this RMD guide for financial advisors that highlights answers to questions, common scenarios, and errors to avoid.

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Topics: Retirement Consulting

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