With so many listener questions pouring in lately, it was time for another Q&A session. In this episode we tackle the most pressing retirement topics on your mind:
– Social Security: How to maximize your benefits and avoid costly mistakes.
– Required Minimum Distributions (RMDs): What the new rules mean for your withdrawals.
– Inherited IRAs: The latest changes that could reshape your estate planning.
– Annuities: Where they fit (and where they don’t) in a secure retirement plan.
Listen in.