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Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 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://player.fm/legal.
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Ep 27: All About RMDs

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Manage episode 329005997 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 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://player.fm/legal.
What do you need to know about required minimum distributions? Are they inevitable or is there something you can do about them?

What we discuss in this episode:

0:29 - Troy and Alan are back together!

1:28 - Do you know what RMDs are?

4:16 - RMD age changed to 72.

9:43 - Can you avoid taking RMDs?

14:38 - What do you do if you don’t need the RMD?

Get additional financial resources here: https://mercurioadvisors.com/

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 329005997 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 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://player.fm/legal.
What do you need to know about required minimum distributions? Are they inevitable or is there something you can do about them?

What we discuss in this episode:

0:29 - Troy and Alan are back together!

1:28 - Do you know what RMDs are?

4:16 - RMD age changed to 72.

9:43 - Can you avoid taking RMDs?

14:38 - What do you do if you don’t need the RMD?

Get additional financial resources here: https://mercurioadvisors.com/

  continue reading

61 episodes

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