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Understanding Required Minimum Distributions (RMDs)

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Manage episode 464887214 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Kevin discusses the intricacies of Required Minimum Distributions (RMDs) and their implications for retirement planning. He emphasizes the importance of strategic planning to minimize tax burdens and explores the evolving role of bonds and indexed annuities in retirement portfolios. The conversation also highlights the significance of understanding the sequence of returns and how it affects retirement income strategies.

Get Your RMD and Tax Analysis TDOAY!

Social Media: Facebook I LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

190 episodes

Artwork
iconShare
 
Manage episode 464887214 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Kevin discusses the intricacies of Required Minimum Distributions (RMDs) and their implications for retirement planning. He emphasizes the importance of strategic planning to minimize tax burdens and explores the evolving role of bonds and indexed annuities in retirement portfolios. The conversation also highlights the significance of understanding the sequence of returns and how it affects retirement income strategies.

Get Your RMD and Tax Analysis TDOAY!

Social Media: Facebook I LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

190 episodes

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