Posts Tagged ‘RMDs’

Episode #29: 3 Things To Know About Stretch IRAs

When inheriting an IRA, you may have the option of a Stretch IRA. David walks us through what a stretch IRA is and how it can work for you. This is incredibly important to understand if you might inherit an IRA because it may change your options when it comes to tax strategies and building wealth.

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Episode #1: What’s The Deal With RMDs?

What are Required Minimum Distributions, do you have to take them, and how do they affect your financial plans for retirement? David gets you up to speed on the essentials so you don’t make crucial mistakes that could affect you as you near retirement.

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